Life Insurance Advisor & Client Solutions Lead

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

Job summary

A financial services provider in KwaZulu-Natal is looking for a motivated individual to market life assurance and funeral products. Responsibilities include selling policies, conducting client needs analysis, following up on leads, and servicing new and existing members. Candidates must have a Matric/Grade 12, FAIS NQF level 4 credits, and RE5 certification. Previous sales experience in the Financial Services Industry is preferred.

Qualifications

• Must have Matric/Grade 12.
• Required FAIS credits on NQF level 4 as per FSCA.
• RE5 certification is necessary.

Responsibilities

• Sell life assurance and funeral policies.
• Conduct client needs analysis.
• Follow up on leads.
• Service new and existing members.
• Perform quality control of new business.

Skills

Computer literacy

Attention to detail

Negotiation skills

Interpersonal skills

Education

Matric/Grade 12

FAIS credits on NQF level 4

RE5 certification

Job description

A financial services provider in KwaZulu-Natal is looking for a motivated individual to market life assurance and funeral products. Responsibilities include selling policies, conducting client needs analysis, following up on leads, and servicing new and existing members. Candidates must have a Matric/Grade 12, FAIS NQF level 4 credits, and RE5 certification. Previous sales experience in the Financial Services Industry is preferred.