Financial Advisor - Aggenys

iMasFinance Co-operative (Ltd); Noord-Kaap; On-site; ZAR 180,000 - 280,000; Full time

Job summary

iMas Insurance Brokers invites applications from qualified candidates to support its life assurance and funeral products sales within Aggenys and surrounding areas.

The role focuses on client needs analysis, lead follow-up, servicing new and existing members, and ensuring quality controls for new business in the specified region.

Qualifications

• Matric/Grade 12 required.
• FAIS credits on NQF level 4 as per FSCA requirements.
• RE5 as per FSCA requirements.
• Valid Drivers License.
• 1 year proven sales experience, preferably in the Financial Services Industry.
• Professional working proficiency in Afrikaans and English.

Responsibilities

• Selling of life assurance and funeral policies
• Conducting clients needs analysis
• Following up on leads
• Servicing new and existing members
• Quality control of new business

Skills

MS Office

Attention to detail

Negotiation

Communication

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5

Valid Drivers License

Job description

In support of the iMas Finance transformation strategy, preference will be given to candidates from the designated groups, specifically African Males; Coloured Females and people with disabilities

Why Join Us?

At iMas Insurance Brokers, you’ll be part of a dynamic and growing team where your experience will directly contribute to our success and make a significant impact in our non-life division.

Job Purpose

Effective marketing of life assurance and funeral products within Aggenys and surrounding areas.

Job Outputs

• Selling of life assurance and funeral policies


• Conducting clients needs analysis


• Following up on leads


• Servicing new and existing members


• Quality control of new business

Qualifications and Experience

• Matric/Grade 12


• FAIS credits on NQF level 4 as per FSCA legislative requirements


• RE5 as per FSCA legislative requirements


• Valid Drivers License


• 1 year proven sales experience, preferably in the Financial Services Industry


• Professional working proficiency in Afrikaans and English language

Knowledge and Skills

• Computer literate (MS Office)


• Attention to detail


• Negotiation skills


• Excellent communication skills


• Interpersonal skills

iMas Values:

• Trust: Demonstrate honesty, transparency, and respect.


• Ownership: Be accountable, customer-focused, and continuously improve.


• Innovation: Embrace change, solve challenges creatively, and drive improvements.


• Teamwork: Collaborate, support, and celebrate each other's successes.