Financial Advisor job at Britam Insurance Tanzania
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197 Days Ago
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Vacancy title:
Financial Advisor

[ Type: FULL TIME , Industry: Insurance , Category: Accounting & Finance ]

Jobs at:

Britam Insurance Tanzania

Deadline of this Job:
Monday, September 30 2024 

Duty Station:
Within Tanzania , Dar es Salaam, East Africa

Summary
Date Posted: Tuesday, September 17 2024, Base Salary: Not Disclosed

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JOB DETAILS:
Job Description
Financial Advisor – (2100000Q)
Job Purpose and Key responsibilities

Job Purpose
The job holder will be responsible for maintaining existing relationships with banks and generating new leads for Banc assurance business.

Key Responsibilities
• Participate in securing new business through the banks
• Undertake customer account and relationship management for Banc assurance business
• Carry out marketing activities for Banc assurance products
• Ensure customer documentation is complete and in compliance with the requirements.
• Follow-up renewals to ensure business retention are optimised and the prescribed retention ratio is achieved
• Handle customer complaints, written or verbal
• Train bank officers on Britam products to enable them sell effectively.
• Perform any other duties as may be assigned from time to time
• Key Performance Measures
• Achievement of production targets
• Customer satisfaction
• Customer retention
• Premium collection
• Working Relationship

Internal Relationships:
• Accountable to the Sales Manager-Banc assurance
• Required to liaise and work closely with the other departments as may be necessary
• External Relationship:
• Britam customers
• Banks
• Knowledge, experience and qualifications required
• Knowledge, experience and qualifications required
• Bachelors’ degree (Marketing option preferred)
• Professional qualification in Insurance (CII certificate or equivalent)
• At least four years’ experience in a similar position
• Knowledge of Insurance Industry and concepts

Competencies
• Technical and functional competencies
• Knowledge of insurance regulatory requirements
• Knowledge of insurance products
• Sales and marketing management skills

Core competencies
• Communication skills
• Building Relationships
• Focus on Customers
• Self-development
• Problem solving skills

Primary Location: Tanzania, United Republic of-Dar es Salaam
Organization: Britam Insurance Tanzania Limited

Work Hours: 8


Experience in Months: 36

Level of Education:
Bachelor Degree

Job application procedure
Interested and Qualified? Click here to apply

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Job Info
Job Category: Accounting/ Finance jobs in Tanzania
Job Type: Full-time
Deadline of this Job: Monday, September 30 2024
Duty Station: Dar es Salaam
Posted: 17-09-2024
No of Jobs: 1
Start Publishing: 17-09-2024
Stop Publishing (Put date of 2030): 17-09-2077
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