Financial Advisor - Durban

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

Job summary

A financial services company in Durban is seeking a Sales Consultant for life assurance and funeral products. The role involves selling policies, conducting needs analyses, and servicing clients. Candidates should have a Matric qualification, FAIS credits, RE5 certification, and at least one year of sales experience. Excellent communication and interpersonal skills are essential.

Qualifications

• Matric/Grade 12 qualification is necessary.
• FAIS credits on NQF level 4 as per FSCA requirements.
• RE5 certification required as per FSCA.
• 1 year of sales experience in the Financial Services Industry preferred.

Responsibilities

• 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 certification

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 Durban and surrounding areas.

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