Financial Advisor - Bellville

Job Purpose

Effective marketing of life assurance and funeral products within the Bellville- Cape Town 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. Valid Drivers License.
5. 1 year proven sales experience, preferably in the Financial Services Industry.
6. Professional working proficiency in Afrikaans and English language.

Knowledge And Skills

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

IMas Values

1. Trust: Demonstrate honesty, transparency, and respect.
2. Ownership: Be accountable, customer-focused, and continuously improve.
3. Innovation: Embrace change, solve challenges creatively, and drive improvements.
4. Teamwork: Collaborate, support, and celebrate each other's successes.

In support of iMasFinance’s transformation strategy, preference will be given to candidates from the designated groups.