Financial Advisor – Life Business job at CIC Africa Life Assurance

About the Institution

CIC Africa Life Assurance (U) LTD, a member of the CIC Group, is a prominent insurance and financial services provider in Uganda. The institution is dedicated to safeguarding client wealth, offering tailored Ordinary Life insurance products, and delivering financial security solutions across regional markets.

Position Overview

The Financial Advisor will drive business acquisition, retain long-term client relationships, and deliver customer service to expand the Ordinary Life Business portfolio. Stationed across key regional hubs, the role involves identifying new prospects, presenting insurance solutions, managing premium collections, and hitting sales performance targets.

Key Responsibilities

• Business Development: Identify sales opportunities and gather market intelligence regarding Ordinary Life products.
• Proposals & Quotations: Prepare accurate sales proposals and premium quotations in strict alignment with underwriting guidelines.
• Target Achievement: Meet weekly, monthly, quarterly, and annual budgeted premium targets.
• Policy Persistence & Collection: Ensure timely premium collection to maintain policy persistence and client retention.
• Sales Closure: Maximize sales profitability by converting prospective leads and closing insurance contracts effectively.

Minimum Requirements & Qualifications

• Education: Diploma or Bachelor’s degree in a business-related field.
• Experience: Minimum of 5 years of active sales experience within the service sector.
• Skills: Excellent communication, negotiation, customer service, and computer skills.

• Business Development: Identify sales opportunities and gather market intelligence regarding Ordinary Life products.
• Proposals & Quotations: Prepare accurate sales proposals and premium quotations in strict alignment with underwriting guidelines.
• Target Achievement: Meet weekly, monthly, quarterly, and annual budgeted premium targets.
• Policy Persistence & Collection: Ensure timely premium collection to maintain policy persistence and client retention.
• Sales Closure: Maximize sales profitability by converting prospective leads and closing insurance contracts effectively.

• Excellent communication
• Negotiation
• Customer service
• Computer skills

• Diploma or Bachelor’s degree in a business-related field.