Investment Consultant

6 days ago


Centurion, Gauteng, South Africa iMasFinance Full time

Job Overview

iMasFinance is seeking a skilled Financial Advisor to join their team in Centurion, Gauteng. This role involves selling life assurance and funeral policies, conducting clients' needs analysis, following up on leads, servicing new and existing members, and ensuring quality control of new business.

Key Responsibilities

  • Sales: Sell life assurance and funeral policies to clients
  • Client Needs Analysis: Conduct thorough analysis to understand clients' needs and preferences
  • Lead Follow-up: Regularly follow up on leads to ensure conversion
  • Customer Service: Provide exceptional service to new and existing members
  • Quality Control: Ensure high-quality standards for new business

Requirements

  • Matric/Grade 12: A minimum qualification of Matric/Grade 12 is required
  • FAIS Credits: Possess FAIS credits on NQF level 4 as per FSCA legislative requirements
  • RE5: Have RE5 certification as per FSCA legislative requirements
  • Experience: At least one year of proven sales experience, preferably in the Financial Services Industry

We Offer

  • Competitive Salary: 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


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