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Financial Advisor

Full Time

Website iMasFinance

iMasFinance is a co-operative that offers a wide range of affordable and competitive financial solutions to individuals across South Africa. As a caring financial wellness partner, we strive to empower individuals on their financial wellness journey through training and education.

Job Purpose:

  • Effective marketing of life assurance and funeral products within Newcastle  and surrounding areas.

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

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