Financial Advisor- Secunda

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

Job summary

A leading company in the financial services sector seeks a motivated sales professional to effectively market life assurance and funeral products in the Secunda area. The ideal candidate will engage with clients, conduct needs analyses, and ensure quality service for new and existing members. This role requires strong communication and negotiation skills, along with a commitment to meeting client needs and achieving sales targets.

Qualifications

• 1 year proven sales experience in Financial Services.

Responsibilities

• Selling life assurance and funeral policies.
• Conducting clients needs analysis.
• Following up on leads.

Skills

Negotiation skills

Excellent communication skills

Interpersonal skills

Attention to detail

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5

Tools

MS Office

Job description

Job Purpose

Effective marketing of life assurance and funeral products within the Secunda 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