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Financial Advisor - Bellville

Financial Advisor - Bellville

iMasFinanceBellville, Western Cape, South Africa
30+ days ago
Job description

Job Purpose

Effective marketing of life assurance and funeral products within the Bellville- Cape Town 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
  • Valid Drivers License
  • 1 year proven sales experience, preferably in the Financial Services Industry
  • Professional working proficiency in Afrikaans and English language
  • Knowledge And Skills

  • Computer literate (MS Office)
  • Attention to detail
  • Negotiation skills
  • Excellent communication skills
  • Interpersonal skills
  • IMas Values

  • Trust : Demonstrate honesty, transparency, and respect.
  • Ownership : Be accountable, customer-focused, and continuously improve.
  • Innovation : Embrace change, solve challenges creatively, and drive improvements.
  • Teamwork : Collaborate, support, and celebrate each other's successes.
  • In support of iMasFinance’s transformation strategy, preference will be given to candidates from the designated groups.

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    Financial Advisor • Bellville, Western Cape, South Africa

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