Retail Financial Advisor (RFA) Job at Alliance Life Assurance Ltd, January 2025
Alliance Life Assurance Ltd is a prominent insurance provider dedicated to offering comprehensive life insurance solutions that ensure financial security and peace of mind for individuals and families. With a focus on customer-centric services, the company offers a range of products designed to meet diverse needs, from life coverage to retirement planning and savings. Committed to integrity, reliability, and innovation, Alliance Life Assurance Ltd strives to empower its clients with the protection they need while fostering a culture of trust and long-term relationships.
Job at Alliance Life Assurance Ltd
Job title: Retail Financial Advisor (RFA) Department: Retail Department
Location: Dodoma Reports to: Unit Sales Manager
Essential Duties and Responsibilities:
Detailed description of the main tasks performed by the job holder:
- To meet the sales Target
- Attending insurance related meetings within a respective sales avenues or distribution network
- To work on the leads provided by the respective distribution channel.
- To conduct product awareness to all prospective clients through all distribution channels.
- Attending promotional events and campaigns to increase brand visibility and sales.
- To maintain individual sales activity plans and continually report to the supervisor on activities planned for the day and week including attending team meetings.
- Sending out proposals and quotations and prompt follow up of premiums and renewals according to ALAL standards.
- Monthly reconciliation to ensure sales figures are accurate.
- To acquire new clients, build and maintain strong relationships with all stakeholders (new and current), and to regularly check on clients for better service, retention and potential business opportunities.
- Bancassurance Channel Support functions
- Day to day follow up on the shared list of prospects and closing the leads.
- Follow up on outstanding premiums and policies that are yet to be issued or renewed.
- Reporting to USMs and Bank Branch Managers to whom you will assigned to, the daily leads report
- Maintain compliance with the company policies and procedures.
- Any other official tasks that may be assigned by the management.
Qualifications and Experience Required:
- Bachelor’s Degree /Diploma/ Certificate in Insurance and Risk Management/ Economics/Banking and Finance/ Marketing, or any related field.
- Minimum of 2 years’ sales experience specifically in Life Insurance will be an added advantage.
- Excellent marketing and negotiation skills.
- Excellent relationship management skills.
- Ability to self-motivate and work independently and to carry out assignments to completion within parameters of instructions, prescribed methodology, and standard operating procedures.
- Excellent report writing and interpersonal skills.
- Excellent planning and organizational skills.
- Excellent time management skills, must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.
- Ability to portray high level of integrity and professionalism, including well-groomed appearance.
- Good knowledge of Microsoft Office and basic computer applications.
- Excellent communication (writing, speaking, listening, reading), negotiation and persuasive skills in both English and Swahili.
General:
Alliance Life Assurance Ltd (ALAL) promotes an inclusive workplace that provides equal opportunities for all employees, including reasonable accommodations for individuals with disabilities. For inquiries regarding physical demands, please contact Human Resources.
If you meet the qualifications and are interested in this position, please submit your resume to careers@alliancelife.co.tz with the subject Retail Financial Advisor. The deadline for applications is 14th January 2025. Only shortlisted candidates will be contacted.
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