Financial Advisor - Klerksdorp

iMasFinance Co-operative (Ltd); Klerksdorp; On-site; ZAR 201,000 - 312,000; Full time

Job summary

iMas Insurance Brokers is recruiting for a field sales role in Klerksdorp to market life assurance and funeral products. You will assess client needs, follow up on leads, and service new and existing members, ensuring high-quality new business.

The position targets candidates in the Klerksdorp area with FAIS and RE5 credentials and at least 1 year of sales experience in financial services.

Qualifications

• Matric/Grade 12 as minimum qualification.
• FAIS credits on NQF level 4 as per FSCA requirements.
• RE5 qualification as per FSCA requirements.
• 1 year proven sales experience, preferably in financial services.

Responsibilities

• Selling life assurance and funeral policies.
• Conducting clients needs analysis.
• Following up on leads.
• Servicing new and existing members.
• Quality control of new business.

Skills

Computer literate

Attention to detail

Negotiation skills

Excellent communication

Interpersonal skills

Education

Matric/Grade 12

FAIS credits (NQF4)

RE5

Tools

MS Office

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, specifically targeting African Males and candidates with disabilities.

Job Purpose:

Effective marketing of life assurance and funeral products within Klerksdorp 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