Retail Financial Advisor (RFA) Job Vacancy at Alliance Life Assurance
Alliance Life Assurance Ltd was established in 2010 as the first locally owned private Life Insurance Company in Tanzania. The company has spread its sphere of influence throughout the region to become one of the leading insurance and finan...
Jobconnect analysis
The requirements below come from this advert. The accompanying CV suggestions are Jobconnect advice, not additional employer requirements.
Selected requirements and CV evidence
| Advertised requirement | Suggested evidence, if applicable |
|---|---|
| Bachelor’s Degree /Diploma/ Certificate in Insurance and Risk Management/ Economics/Banking and | Give the exact qualification, institution and completion status. If your qualification differs, check whether the employer accepts an equivalent. |
| Minimum of 2 years’ sales experience specifically in Life Insurance will be an added advantage. | List relevant roles with month and year dates, and describe the work that matches this experience requirement. Do not count overlapping roles twice. |
| Finance/ Marketing, or any related field. | Choose a real example matching this specific requirement. Explain your task, your own action and the outcome; include tools or scale only where you can substantiate them. |
| Excellent marketing and negotiation skills. | Choose a real example matching this specific requirement. Explain your task, your own action and the outcome; include tools or scale only where you can substantiate them. |
| Excellent relationship management skills. | Choose a real example matching this specific requirement. Explain your task, your own action and the outcome; include tools or scale only where you can substantiate them. |
| Ability to self-motivate and work independently and to carry out assignments to completion within parameters of instructions, prescribed methodology, and standard operating procedures. | Choose a real example matching this specific requirement. Explain your task, your own action and the outcome; include tools or scale only where you can substantiate them. |
| Excellent report writing and interpersonal skills. | Choose a real example matching this specific requirement. Explain your task, your own action and the outcome; include tools or scale only where you can substantiate them. |
| Excellent planning and organizational skills. Retail Financial Advisor (RFA) | Choose a real example matching this specific requirement. Explain your task, your own action and the outcome; include tools or scale only where you can substantiate them. |
Application readiness checklist
- Advertised closing date: s, while maintaining a positive attitude and providing exemplary customer service.. Check the employer instructions for the closing time.
- Use the application channel linked in this advert and check that the role and employer match before sending documents.
Job title: Retail Financial Advisor (RFA)
Department: Retail Department
Location: Arusha/Mwanza/Mbeya/Zanzibar/Iringa
Reports to: Unit Sales Manager (Retail)
Alliance Life Assurance Ltd was established in 2010 as the first locally owned private Life Insurance Company in Tanzania. The company has spread its sphere of influence throughout the region to become one of the leading insurance and financial services companies in East Africa providing life insurance solutions to both corporates and individuals. Alliance Life is highly rated in leadership, innovation, customer service, and risk management.
The company is looking for experienced Life Insurance Retail Financial Advisor (RFA)s to join the Team. As an experienced Retail Financial Advisor (RFA) you will be responsible to sell life insurance products and to support the retail distribution network to meet the sales target and contribute to the growth of Business portfolio. The Retail Financial Advisor (RFA)s will report to the Unit Sales Manager (Retail) and will be based in Upcountry.
Essential Duties and Responsibilities:
- Detailed description of the main tasks performed by the job holder:
- To meet the sales Target
- Attending insurance related meetings within a respective sales avenues or distribution network
- To work on the leads provided by the respective distribution channel.
- To conduct product awareness to all prospective clients through all distribution channels.
- Attending promotional events and campaigns to increase brand visibility and sales.
- To maintain individual sales activity plans and continually report to the supervisor on activities planned for the day and week including attending team meetings.
- Sending out proposals and quotations and prompt follow up of premiums and renewals according to ALAL standards.
- Monthly reconciliation to ensure sales figures are accurate.
- To acquire new clients, build and maintain strong relationships with all stakeholders (new and current), and to regularly check on clients for better service, retention and potential business opportunities.
- Bancassurance Channel Support functions
- Day to day follow up on the shared list of prospects and closing the leads.
- Follow up on outstanding premiums and policies that are yet to be issued or renewed.
- Reporting to USMs and Bank Branch Managers to whom you will assigned to, the daily leads report
- Maintain compliance with the company policies and procedures.
- Any other official tasks that may be assigned by the management.
Qualifications and Experience Required:
- Bachelor’s Degree /Diploma/ Certificate in Insurance and Risk Management/ Economics/Banking and
- Finance/ Marketing, or any related field.
- 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 organizational skills. Retail Financial Advisor (RFA)
- 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 high level of integrity and professionalism, including 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.
General:
Alliance Life Assurance Ltd (ALAL) promotes an equal opportunity workplace and encourages applications from candidates of all backgrounds which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this position.
How to Apply
If you meet the qualifications and are interested in this position, please submit your resume to https://alliancelife.uknowva.cloud/job-portal/
The deadline for applications is 15th September 2026. Only shortlisted candidates will be contacted.
Jobconnect application guidance
Before applying for Retail Financial Advisor (RFA) Job Vacancy at Alliance Life Assurance, review the requirements carefully, tailor your CV to the role, and follow the instructions shown in the advert before s, while maintaining a positive attitude and providing exemplary customer service..
- Identify 2-3 requirements from the advert and make sure they are clearly visible in your CV, cover letter, or application message.
- Prepare a short application message that mentions the exact job title and why you fit the role.
- Keep your phone and email active after applying so you do not miss interview or assessment updates.
CV hints for this job
For Retail Financial Advisor (RFA) Job Vacancy at Alliance Life Assurance, align your CV with the location and role context: Arusha/Mwanza/Mbeya/Zanzibar/Iringa.
Interview preparation
Jobconnect practice questions, not confirmed employer interview questions. Base your answers on your own experience.
Advert requirement: Bachelor’s Degree /Diploma/ Certificate in Insurance and Risk Management/ Economics/Banking and How does your education or training match this requirement? Give the exact qualification, institution and completion status. Do not assume an alternative qualification is accepted.
Advert requirement: Minimum of 2 years’ sales experience specifically in Life Insurance will be an added advantage. What relevant experience or training could you discuss for this non-mandatory criterion? Treat this as optional, not a new eligibility rule. Be honest about experience you do not have.
Advert requirement: Finance/ Marketing, or any related field. How would you demonstrate this requirement using a specific example from your work or training? Describe the task, your actions, relevant tools and outcome. Be clear about anything you have not yet done.
Advert requirement: Excellent marketing and negotiation skills. How would you demonstrate this requirement using a specific example from your work or training? Describe the task, your actions, relevant tools and outcome. Be clear about anything you have not yet done.
Advert requirement: Excellent relationship management skills. How would you demonstrate this requirement using a specific example from your work or training? Describe the task, your actions, relevant tools and outcome. Be clear about anything you have not yet done.
General practice What would you want the employer to clarify about this advert? Prepare a question about something genuinely unstated. Do not assume pay, benefits or working arrangements.
General practice What would you need to learn to perform this role well? Explain any gap honestly and the practical steps you would take to learn.
View sample application letter Dynamic draft tailored to this job post. Edit it before sending.
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Refer to the letter heading above, I am writing to apply for the Retail Financial Advisor (RFA) Job Vacancy at Alliance Life Assurance position. After reviewing the advertised requirements, I believe my skills, experience, and commitment to professional results make me a strong candidate for this opportunity.
My background has prepared me to contribute effectively in work relevant to Retail Financial Advisor (RFA) Job Vacancy at Alliance Life Assurance. I can bring relevant experience, strong attention to detail, and the ability to work responsibly with teams, clients, and organizational priorities. In tailoring this application, I would highlight evidence related to Bachelor’s Degree /Diploma/ Certificate in Insurance and Risk Management/ Economics/Banking and Finance/ Marketing, or any related field. Minimum of 2.
I am especially interested in this role because it gives me an opportunity to apply my strengths, support the organization objectives, and continue growing professionally while delivering reliable results.
I have attached my CV and supporting documents for your review. I would appreciate the opportunity to discuss how my qualifications match this position before the application deadline of s, while maintaining a positive attitude and providing exemplary customer service..
Thank you for considering my application.
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