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  • Posted: Sep 10, 2019
    Deadline: Not specified
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  • Read more about this company

    Independent Financial Advisors

    Key responsibilities

    • Identify and develop a pool of prospects as a long term source of clients by direct soliciting, referrals, social and business events, CIC sponsored events and personal contacts.
    • Utilise personal and company facilities and media to contact and communicate information relevant to achieving the premium targets established.
    • Identify opportunities and provide Market intelligence to the company on ordinary life products.
    • Develop proposals and quotations as per the underwriting guidelines in force at the time upon which the clients make a choice for cover proposed.
    • Ensure continued service to the client by providing the requisite information and documentation together with contact information to ensure claims and any adjustment to policies are made in a timely manner; and liaise with service departments to this end.
    • Ensure Budget premium is attained on a weekly, monthly, quarterly and annual basis.
    • Attend all Unit meetings as set out by the Unit Manager and any other sessions or events notified by the company.
    • Submit on a timely basis all reports required on the formats and tools established together with the regular communication methods in the company.
    • Ensure attendance and subscription to both training and examination for professional qualification to ensure statutory compliance.
    • Uphold organisational discipline, values and integrity at all times. Ensure personal conduct is within the confines of these expectations.

    Job Requirement

    • A Diploma in Sales and Marketing or its equivalent is an added advantage
    • Certificate of Proficiency (COP/ECOP) and IRA Agent License  are an added advantage
    • Excellent communication and negotiation skills
    • Computer literate
    • Self-driven, Result oriented, Organised and flexible

    Method of Application

    Interested and qualified? Go to CIC Life on www.linkedin.com to applyInterested and qualified candidates should apply using the Apply Now button below.
  • Send your application

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