Financial Advisor - Boksburg

iMasFinance; Boksburg; On-site; ZAR 150 000 - 250 000; Full time

Job summary

An established industry player is seeking a motivated sales professional to market life assurance and funeral products in the Boksburg area. The role involves engaging with clients, conducting needs analyses, and servicing both new and existing members. You will play a crucial part in ensuring quality control of new business while enhancing your negotiation and communication skills. If you are passionate about making a difference in people's lives through financial services, this opportunity is perfect for you to grow your career in a dynamic environment.

Qualifications

• Matric/Grade 12 and relevant FAIS credits required.
• At least 1 year sales experience in Financial Services preferred.

Responsibilities

• Sell life assurance and funeral policies effectively.
• Conduct clients needs analysis and follow up on leads.

Skills

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE 5 certification

Tools

MS Office

Job description

Job Purpose

Effective marketing of life assurance and funeral products within the Boksburg 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. RE 5 as per FSCA legislative requirements
4. Valid Drivers License
5. At least 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge And Skills

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