Financial Advisor - Bellville

iMasFinance; Bellville; On-site; ZAR 160,000 - 250,000; Full time

Job summary

iMasFinance is seeking a motivated sales professional to market life assurance and funeral products in the Bellville area. The successful candidate will have proven sales experience, relevant qualifications, and strong communication skills, contributing to the company's customer-focused transformation strategy.

Qualifications

• 1 year proven sales experience in the Financial Services Industry.
• Professional working proficiency in Afrikaans and English.

Responsibilities

• Sell life assurance and funeral policies.
• Conduct clients' needs analysis.
• Follow up on leads and service new/existing members.

Skills

Negotiation skills

Communication skills

Interpersonal skills

Attention to detail

Computer literacy

Education

Matric/Grade 12

FAIS credits NQF level 4

RE5 certification

Job description

Job Purpose

Effective marketing of life assurance and funeral products within the Bellville- Cape Town area

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.
  
  

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