Financial Advisor - Klerksdorp

iMasFinance Co-operative (Ltd); Noordwes; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A financial services company is seeking an energetic Sales Representative for Klerksdorp to effectively market life assurance and funeral products. You will be responsible for selling policies, conducting client needs analyses, and servicing both new and existing clients. Ideal candidates should have a Matric qualification, FAIS credits, and at least 1 year of sales experience, preferably in the Financial Services sector. The company offers a dynamic work environment and is committed to diversity.

Qualifications

• Matric/Grade 12 or equivalent.
• FAIS credits on NQF level 4 as per FSCA legislative requirements.
• RE5 certification as per FSCA requirements.
• Minimum 1 year of sales experience in Financial Services.

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 as per FSCA legislative requirements

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 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