Financial Advisor - Vanderbijlpark

iMasFinance; Vanderbijlpark; On-site; ZAR 120 000 - 240 000; Full time

Job summary

An established industry player is seeking a motivated sales professional to market life assurance and funeral products in Vanderbijlpark. This role involves selling policies, conducting needs analyses, and servicing both new and existing clients. The ideal candidate will possess strong interpersonal and communication skills, along with a keen attention to detail. With a focus on quality control and client satisfaction, this position offers an exciting opportunity to grow within the financial services sector. If you are passionate about helping others and have a knack for sales, this could be the perfect fit for you!

Qualifications

• Minimum Matric/Grade 12 and FAIS credits on NQF level 4 required.
• 1 year sales experience in the Financial Services Industry preferred.

Responsibilities

• Sell life assurance and funeral policies to clients.
• Conduct clients needs analysis and follow up on leads.
• Service new and existing members with quality control.

Skills

Computer literacy

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5 certification

Tools

MS Office

Job description

Job Purpose

Effective marketing of life assurance and funeral products within the Vanderbijlpark-Gauteng area.

Job Outputs

1. Selling of life assurance and funeral policies
2. Conducting clients needs analysis
3. Following up on leads
4. Servicing new and existing members
5. Quality control of new business

Qualifications And Experience

1. Matric/Grade 12
2. FAIS credits on NQF level 4 as per FSCA legislative requirements
3. RE5 as per FSCA legislative requirements
4. 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge And Skills

1. Computer literate (MS Office)
2. Attention to detail
3. Negotiation skills
4. Excellent communication skills
5. Interpersonal skills