Financial Advisor - Richards Bay

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

Job summary

A leading insurance brokerage in Richards Bay is seeking an experienced marketing professional. The role involves selling life assurance and funeral products, conducting needs analysis, and servicing members. Candidates should have a Matric, FAIS credits, RE5 certification, and at least one year of relevant sales experience. Excellent communication and negotiation skills are essential.

Qualifications

• Minimum of 1 year proven sales experience, preferably in the Financial Services Industry.
• FAIS credits on NQF level 4 as per FSCA legislative requirements.
• RE5 certification as per FSCA legislative requirements.

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

Negotiation skills

Excellent communication skills

Attention to detail

Interpersonal skills

Computer literate (MS Office)

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 the Richards Bay area.

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

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