Financial Advisor - Pietermaritzburg

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

Job summary

A financial services company in Pietermaritzburg is seeking a motivated individual to market life assurance and funeral products. The ideal candidate will have a Grade 12 qualification, FAIS credits on NQF level 4, and at least one year of sales experience in the industry. Responsibilities include conducting needs analyses and servicing clients to ensure quality service in a diverse workplace.

Qualifications

• Matric/Grade 12 qualification is required.
• FAIS credits on NQF level 4 as per FSCA legislative requirements.
• RE5 qualification as per FSCA legislative requirements.
• 1 year proven sales experience, preferably in the Financial Services Industry.

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

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 withinPietermaritzburg 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