Independent Financial Advisors – CIC Life

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

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