Career in Financial Planning

1 week ago


Centurion, Gauteng, South Africa iMasFinance Full time
Job Title: Career in Financial Planning

We are seeking a highly skilled and motivated individual to join our team as a Financial Planning professional. As a key member of our sales team, you will be responsible for selling life assurance and funeral policies to clients.

The ideal candidate will have strong communication skills, excellent analytical abilities, and the ability to work under pressure. They must also have a passion for building long-term relationships with clients and delivering high-quality customer service.

Responsibilities:

  1. Selling of life assurance and funeral policies
  2. Conducting clients needs analysis
  3. Following up on leads
  4. Servicing new and existing members
  5. Quality control of new business

Qualifications:

  1. Matric/Grade 12
  2. FAIS credits on NQF level 4 as per FSCA legislative requirements
  3. RE5 as per FSCA legislative requirements
  4. 1 year proven sales experience, preferably in the Financial Services Industry


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