Financial Advisor

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

Job summary

A financial services provider in KwaZulu-Natal is looking for a motivated individual to market life assurance and funeral products. Responsibilities include selling policies, conducting client needs analysis, following up on leads, and servicing new and existing members. Candidates must have a Matric/Grade 12, FAIS NQF level 4 credits, and RE5 certification. Previous sales experience in the Financial Services Industry is preferred.

Qualifications

• Must have Matric/Grade 12.
• Required FAIS credits on NQF level 4 as per FSCA.
• RE5 certification is necessary.

Responsibilities

• Sell life assurance and funeral policies.
• Conduct client needs analysis.
• Follow up on leads.
• Service new and existing members.
• Perform quality control of new business.

Skills

Computer literacy

Attention to detail

Negotiation 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 client 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
• Interpersonal skills