Financial Advisor- Nelspruit

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

Job summary

A leading financial services provider in Mpumalanga is searching for a Financial Advisor to market life assurance and funeral products. The role involves selling policies, conducting client needs analysis, and servicing both new and existing members. Candidates should have at least one year of sales experience in the financial services industry and relevant qualifications. This position emphasizes transformation and diversity in the workplace.

Qualifications

• 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

Computer literate (MS Office)

Customer centricity

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Excellent telephone etiquette

Time management skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5

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.

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