Life & Funeral Insurance Advisor — Needs Analysis

iMasFinance Co-operative (Ltd); Klerksdorp; Vor Ort; ZAR 201.000 - 312.000; Vollzeit

Zusammenfassung

iMas Insurance Brokers is recruiting for a field sales role in Klerksdorp to market life assurance and funeral products. You will assess client needs, follow up on leads, and service new and existing members, ensuring high-quality new business.

The position targets candidates in the Klerksdorp area with FAIS and RE5 credentials and at least 1 year of sales experience in financial services.

Qualifikationen

• Matric/Grade 12 as minimum qualification.
• FAIS credits on NQF level 4 as per FSCA requirements.
• RE5 qualification as per FSCA requirements.
• 1 year proven sales experience, preferably in financial services.

Aufgaben

• Selling life assurance and funeral policies.
• Conducting clients needs analysis.
• Following up on leads.
• Servicing new and existing members.
• Quality control of new business.

Kenntnisse

Computer literate

Attention to detail

Negotiation skills

Excellent communication

Interpersonal skills

Ausbildung

Matric/Grade 12

FAIS credits (NQF4)

RE5

Tools

MS Office

Jobbeschreibung

iMas Insurance Brokers is recruiting for a field sales role in Klerksdorp to market life assurance and funeral products. You will assess client needs, follow up on leads, and service new and existing members, ensuring high-quality new business.

The position targets candidates in the Klerksdorp area with FAIS and RE5 credentials and at least 1 year of sales experience in financial services.