Financial Advisor - Centurion

iMasFinance Co-operative (Ltd); Gauteng; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading company in the financial services sector seeks a motivated individual for marketing life assurance and funeral products in the Centurion-Gauteng area. The role involves selling policies, conducting needs analysis, and servicing members. Ideal candidates should have strong communication and negotiation skills, along with relevant qualifications.

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.

Skills

Negotiation skills

Excellent communication skills

Interpersonal skills

Attention to detail

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5

Job description

Job Purpose

Effective marketing of life assurance and funeral products within the Centurion-Gauteng 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