Financial Advisor, Contact Centre (Telesales)

iMasFinance; Centurion; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services provider in Centurion is seeking a Financial Advisor to market life assurance and funeral products through a Digital Channel. Responsibilities include selling policies, conducting client needs analyses, and following up on leads. Ideal candidates should have Contact Centre sales experience and relevant FSCA qualifications. Competitive compensation is offered.

Qualifications

• 1 year proven Contact Centre sales experience, preferably in the financial services industry.

Responsibilities

• Selling life assurance and funeral policies via Telesales.
• Conducting clients needs analysis.
• Following up on leads.
• Servicing new and existing members.
• Quality control of new business.

Skills

Computer literacy

Customer centricity

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Excellent telephone etiquette

Time management skills

Education

Matric

FSCA qualification on NQF level 4

RE5 certification

Job description

About This Position

The Financial Advisor will be responsible for effective marketing of life assurance and funeral products via our Digital Channel (Contact Centre).

Job Outputs

• Selling of life assurance and funeral policies (Telesales)
• Conducting clients needs analysis
• Following up on leads
• Servicing new and existing members
• Quality control of new business

Qualifications and Experience

• Matric
• FSCA recognised qualification on NQF level 4, as per FSCA legislative requirements
• RE5, as per FSCA legislative requirements
• 1 year proven Contact Centre 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