Financial Advisor- Contact Centre (Telesales)

iMasFinance Co-operative (Ltd); Gauteng; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

iMas Insurance Brokers is seeking a Financial Advisor to market life assurance and funeral products via our Digital Channel (Contact Centre). The role focuses on telesales, needs analysis, lead follow-up, servicing members, and ensuring quality control of new business.

Applicants should have matric, FSCA NQF4, RE5, and at least 1 year of contact centre sales experience, preferably in financial services.

Qualifications

• Matric and FSCA qualification on NQF4 as per FSCA requirements.
• RE5 as per FSCA requirements.
• 1 year proven Contact Centre sales experience, preferably in financial services.

Responsabilités

• 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.

Connaissances

Computer literacy

Customer centricity

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Excellent telephone etiquette

Time management skills

Formation

Matric

FSCA qualification (NQF4)

RE5

Description du poste

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 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