Financial Advisor- Contact Centre (Telesales)

iMasFinance Co-operative (Ltd); Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A dynamic financial services firm in Gauteng seeks a Financial Advisor to market life assurance and funeral products through its Digital Channel. The successful candidate will be responsible for telesales, conducting client needs analyses, and servicing existing clients. You must possess a Matric and relevant FSCA qualifications, along with prior experience in Contact Centre sales. Excellent communication and negotiation skills are essential. This role offers an opportunity to drive transformation and diversity in a supportive work environment.

Qualifications

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

Responsibilities

• 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.

Skills

Customer centricity

Negotiation skills

Attention to detail

Excellent communication skills

Interpersonal skills

Excellent telephone etiquette

Time management skills

Education

Matric

FSCA recognized qualification 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 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