Financial Advisor- Nelspruit

Imasfinance Co-Operative; Mbombela; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A dynamic financial services provider is seeking a Financial Advisor in Mbombela, Mpumalanga. The role involves marketing life assurance and funeral products, performing clients needs analysis, and servicing new and existing members. Required qualifications include Matric, FAIS credits, and RE5 certification, along with a year of sales experience. The ideal candidate must demonstrate negotiation skills, customer centricity, and strong communication abilities. Join us to drive transformation in the workplace while delivering excellent service to our members.

Qualifications

• FAIS credits on NQF level 4 as per FSCA legislative requirements.
• RE5 certification as per FSCA legislative requirements.
• 1 year proven sales experience, preferably in the Financial Services Industry.

Responsibilities

• 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

Skills

Customer centricity

Negotiation skills

Excellent communication skills

Interpersonal skills

Time management skills

Education

Matric / Grade 12

FAIS credits on NQF level 4

RE5 certification

Tools

MS Office

Job description

At iMas Insurance Brokers, we are committed to driving transformation and diversity in the workplace. Preference will be given to candidates from designated groups.

About this position

The Financial Advisor will be responsible for effective marketing of life assurance and funeral products within the Nelspruit- Mpumalanga area.

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)
• Customer centricity
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills
• Excellent telephone etiquette
• Time management skills