Financial Advisor- Carletonville

iMasFinance; Carletonville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company is seeking a Financial Advisor in Carletonville to market life assurance and funeral products. Responsibilities include selling policies, conducting needs analyses, and servicing clients. Candidates should have Matric and relevant FAIS credits, along with at least one year of sales experience in the Financial Services Industry. Excellent communication and customer-centric skills are crucial.

Qualifications

• 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

Computer literate (MS Office)

Customer centricity

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Excellent telephone etiquette

Time management 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.

About This Position

The Financial Advisor will be responsible for effective marketing of life assurance and funeral products within the Carletonville 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
• 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge and Skills

• Computer literate (MS Office)
• Customer centricity
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills
• Excellent telephone etiquette
• Time management skills