Financial Advisor - Vanderbijlpark

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

Job summary

A financial services provider in Gauteng is seeking a Sales Consultant to market life assurance and funeral products. Responsibilities include selling policies, conducting needs analysis, and servicing members. Ideal candidates will have a Matric certificate, relevant FAIS credits, and at least one year of sales experience in the financial sector.

Qualifications

• Proven sales experience of at least 1 year in the Financial Services Industry.
• FAIS credits on NQF level 4 as required by FSCA.
• RE5 compliance as per FSCA legislative requirements.

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.

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 as per FSCA legislative requirements

Job description

Overview

Job Purpose Effective marketing of life assurance and funeral products within the Vanderbijlpark-Gauteng 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