Financial Advisor - Polokwane

iMasFinance Co-operative (Ltd); Limpopo; On-site; ZAR 180,000 - 240,000; Full time

Job summary

iMas Insurance Brokers in Polokwane is seeking a motivated sales professional to market life assurance and funeral products in the local area. This role focuses on growing client relationships and meeting sales targets in a busy financial services environment.

Key tasks include selling policies, conducting needs analyses, following up on leads, servicing new and existing members, and performing quality control on new business.

Qualifications

• Matric/Grade 12 is required.
• FAIS credits on NQF 4 as per FSCA requirements.
• RE5 as per FSCA requirements.
• 1 year proven sales experience in Financial Services.

Responsibilities

• Sell life assurance and funeral policies.
• Conduct clients needs analysis.
• Follow up on leads.
• Service new and existing members.
• Quality control of new business.

Skills

MS Office

Attention to detail

Negotiation skills

Excellent communication

Interpersonal skills

Education

Matric/Grade 12

FAIS credits (NQF 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, specifically targeting African Males and candidates with disabilities.

Job Purpose:

Effective marketing of life assurance and funeral products within the Polokwane 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)
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills