Financial Advisor - Boksburg

iMasFinance Co-operative (Ltd); Gauteng; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player is seeking motivated individuals to effectively market life assurance and funeral products in the Boksburg area. This role involves selling policies, conducting client needs analyses, and providing exceptional service to both new and existing members. With a focus on quality control and attention to detail, you will be instrumental in driving sales and ensuring client satisfaction. If you have a passion for helping others and possess strong communication and negotiation skills, this opportunity is perfect for you.

Qualifications

• FAIS credits on NQF level 4 as per FSCA legislative requirements.
• At least 1 year proven sales experience in the Financial Services Industry.

Responsibilities

• Selling life assurance and funeral policies.
• Conducting clients needs analysis and following up on leads.
• Servicing new and existing members.

Skills

Computer literacy (MS Office)

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE 5 certification

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