Retail Financial Advisor (RFA) at Alliance Life Assurance Ltd January 2025

Essential Duties and Responsibilities:

Detailed description of the main tasks performed by the job holder:

· To meet the sales target

o Attending insurance-related meetings within respective sales avenues or distribution networkss

o To work on the leads provided by the respective distribution channel.

o To conduct product awareness to all prospective clients through all distribution channels.

o Attending promotional events and campaigns to increase brand visibility and sales.

o To maintain individual sales activity plans and continually report to the supervisor on activities planned for the day and week, including attending team meetings.

o Sending out proposals and quotations and prompt follow-up of premiums and renewals according to ALAL standards

o Monthly reconciliation to ensure sales figures are accurate.

· To acquire new clients, build and maintain strong relationships with all stakeholders (new and current), and regularly check on clients for better service, retention, and potential business opportunities.

· Bancassurance Channel Support functions

o Day-to-day follow-up on the shared list of prospects and closing the leads.

o Follow up on outstanding premiums and policies that are yet to be issued or renewed.

o Reporting to USMs and bank branch managers to whom you will be assigned, the daily leads report

·         Maintain compliance with the company policies and procedures.

· Any other official tasks that may be assigned by the management.

· 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 organisational 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 a high level of integrity and professionalism, including a 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.

If you meet the qualifications and are interested in this position, please submit your resume to [email protected] with the subject Retail Financial Advisor.  The deadline for applications is 14^th January 2025. Only shortlisted candidates will be contacted.