Financial Advisor - Pietermaritzburg

Imasfinance; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services firm in Pietermaritzburg is seeking an individual to effectively market life assurance and funeral products. Key responsibilities include selling policies, conducting needs analysis, and servicing clients. Candidates should have a Matric, relevant qualifications, and 1 year of sales experience, preferably in the Financial Services industry. Join us to make an impact in a diverse workplace.

Qualifications

• Matric/Grade 12 as a minimum educational qualification.
• FAIS credits on NQF level 4 are required by FSCA.
• RE5 certification is necessary as per FSCA requirements.
• 1 year of proven sales experience, ideally in Financial Services.

Responsibilities

• Selling 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

Overview

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 Pietermaritzburg 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