Financial Advisor - Boksburg

iMasFinance Co-operative (Ltd); Gauteng; On-site; ZAR 180,000 - 260,000; Full time

Job summary

iMas Insurance Brokers in South Africa is seeking a motivated Life Insurance Sales Consultant to market life assurance and funeral products in Boksburg and surrounding areas.

The role involves conducting needs analyses, following up on leads, servicing new and existing members, and ensuring quality control of new business. Requirements include Matric, FAIS credits (NQF4), RE5, and at least 1 year of proven sales experience in financial services.

Qualifications

• Matric/Grade 12
• FAIS credits on NQF level 4 as per FSCA legislative requirements
• RE5 as per FSCA legislative requirements
• 1 year proven sales experience, preferably in the Financial Services Industry

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

MS Office

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5

Job description

At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. In support of our transformation strategy, preference will be given to candidates from designated groups, specifically targeting African Males and candidates with disabilities.

Job Purpose:

Effective marketing of life assurance and funeral products within Boksburg and surrounding areas.

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
• 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge and Skills:

• Computer literate (MS Office)
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills