Financial Advisor - Bellville

iMasFinance Co-operative (Ltd); Wes-Kaap; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services provider is seeking a motivated individual to market life assurance and funeral products within the Bellville, Cape Town area. The ideal candidate will have a Matric certificate, FAIS credits, and experience in sales, particularly in the financial services sector. Proficiency in Afrikaans and English is essential. Join us to make a positive impact in the community and enjoy a rewarding career.

Qualifications

• 1 year proven sales experience, preferably in the Financial Services Industry.
• Professional working proficiency in Afrikaans and English language.
• Valid Drivers License.

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

Computer literate (MS Office)

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5 certification

Job description

Overview

Job Purpose: Effective marketing of life assurance and funeral products within the Bellville, Cape Town area.

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

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.