Financial Advisor - Durban

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

Job summary

A financial services company in KwaZulu-Natal is seeking a motivated individual for effective marketing of life assurance and funeral products. Responsibilities include selling policies, conducting needs analysis, and servicing clients. Candidates must have a Matric and relevant FAIS qualifications, along with proven sales experience in the financial services sector. This role requires strong communication and interpersonal skills.

Qualifications

• Matric/Grade 12 is mandatory.
• FAIS credits on NQF level 4 required as per FSCA.
• RE5 certification required according to FSCA.

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 certificate

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