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Wealth Management Specialist

1 week ago

Centurion, Gauteng, South Africa iMasFinance Full time

iMasFinance is a leading financial services provider seeking a highly motivated Financial Advisor to join their team in Centurion, Gauteng. As a key member of the team, you will be responsible for selling life assurance and funeral policies, conducting clients' needs analysis, and following up on leads.

Key Responsibilities:

  • Sales and Marketing: Develop and execute sales and marketing strategies to drive business growth and increase market share
  • Client Relationship Building: Build and maintain strong relationships with clients, focusing on delivering exceptional customer service and meeting their needs and expectations
  • Lead Generation: Identify and pursue new business opportunities, generating leads and converting them into sales
  • Quality Control: Ensure high-quality standards for new business, adhering to regulatory requirements and company policies

We Offer:

  • Competitive Salary Package: A competitive salary package that reflects your skills and experience
  • Opportunities for Growth: Opportunities for growth and development within the company
  • Collaborative Team Environment: Work in a collaborative team environment with experienced professionals