Financial Advisor - Bellville

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

Job summary

A reputable insurance broker in South Africa is seeking a motivated individual to effectively market life assurance and funeral products within the Bellville-Cape Town area. The role includes selling policies, conducting needs analysis, and servicing both new and existing members. Ideal candidates should have a Matric certificate, FAIS credits, RE5 certification, and good sales experience. This is a chance to join a growing team where your contribution is valued.

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 as per FSCA legislative requirements

Job description

In support of the iMas Finance transformation strategy, preference will be given to candidates from the designated groups.

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 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.