Financial Advisor - Vanderbijlpark

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

Job summary

A financial services cooperative in Gauteng is looking for an individual to effectively market life assurance and funeral products. Responsibilities include selling policies, conducting needs analysis, and servicing new and existing members. Applicants should have at least a Grade 12, relevant certifications, and proven sales experience in the Financial Services Industry.

Qualifications

• 1 year proven sales experience, preferably in the Financial Services Industry.

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 certification

Job description

Job Purpose

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