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Financial Advisor - Centurion

iMasFinance

Centurion

On-site

ZAR 200,000 - 300,000

Full time

Yesterday
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Job summary

A leading insurance brokerage in Centurion is seeking a motivated candidate for marketing life assurance and funeral products. Candidates with strong sales experience, especially within the Financial Services Industry, are encouraged to apply. The role involves selling policies, conducting needs analysis, and maintaining quality control of new business. Competitive remuneration and growth opportunities are offered.

Qualifications

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

Responsibilities

  • Effectively market life assurance and funeral products.
  • Sell life assurance and funeral policies.
  • Conduct clients needs analysis.
  • Follow up on leads.
  • Service new and existing members.
  • Ensure 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 qualification

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.

Job Purpose

Effective marketing of life assurance and funeral products within the Centurion 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)

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills
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