Financial Advisor - Newcastle

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

Job summary

A financial services provider in KwaZulu-Natal seeks a motivated individual to effectively market life assurance and funeral products. Responsibilities include selling policies, conducting needs analysis, and servicing members. Candidates must have Matric, FAIS credits, RE5, and at least one year of sales experience. Strong communication and negotiation skills are essential.

Qualifications

• Matric/Grade 12 certification required.
• 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.

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)

Attention to detail

Negotiation skills

Excellent communication skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5 certification

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 Newcastle 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