Financial Advisor - East London

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

Job summary

A financial services provider based in East London is seeking a motivated individual to market life assurance and funeral products. Responsibilities include selling policies, conducting client needs analysis, and servicing members. Candidates are required to have a Matric/Grade 12, FAIS credits on NQF level 4, and one year of sales experience, preferably in the financial services industry. Strong communication and negotiation skills are essential for success in this role.

Qualifications

• Matric/Grade 12 certification required.
• FAIS credits on NQF level 4 as per FSCA legislative requirements.
• RE5 certification required per FSCA regulatory standards.
• 1 year of proven sales experience in Financial Services 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 literacy (MS Office)

Negotiation skills

Attention to detail

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5 certification

Job description

Overview

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 East London 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