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About the Organisation
iMasFinance is a registered South African co-operative financial institution offering a range of financial solutions to its members. Through its division, iMas Insurance Brokers, the company provides insurance and advisory services aimed at improving the financial well-being of individuals and communities. iMas is committed to transformation, diversity, and excellence in service delivery.
Financial Advisor – Bellville job at iMasFinance Co-operative (Ltd) | Apply Now
Bellville, Cape Town, Western Cape, South Africa
Are you looking for Management jobs in Uganda 2025 today? then you might be interested in Financial Advisor – Bellville job at iMasFinance Co-operative (Ltd)
Full Time
Deadline:
15 Aug 2025
Job Title
Financial Advisor – Bellville job at iMasFinance Co-operative (Ltd)
iMasFinance Co-operative (Ltd)
Job Description
The successful candidate will be responsible for the promotion and sale of life assurance and funeral policies within the Bellville area. Duties include conducting thorough needs analyses to understand client requirements, following up on leads, onboarding new members, and ensuring continuous service excellence for existing clients. The Financial Advisor will also ensure quality control of new business submitted and uphold compliance with FSCA regulations. The role requires strong sales acumen, customer engagement skills, and a commitment to achieving targets.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
ONLINE APPLICATION ONLY!
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How to Apply
Effectively market life assurance and funeral policies
Conduct comprehensive client needs analyses
Follow up on leads and convert them into sales
Provide exceptional service to new and existing members
Ensure high-quality submission of new business
Maintain accurate client records and documentation
Meet individual sales targets
Comply with industry and regulatory requirements
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications:
Matric/Grade 12 (essential)
FAIS credits on NQF Level 4 (as per FSCA requirements)
RE5 certification (as per FSCA requirements)
Experience:
Minimum of 1 year of proven sales experience (preferably in financial services)
Skills and Competencies:
Computer literacy (MS Office)
Strong communication and interpersonal skills
Attention to detail
Excellent negotiation and persuasion abilities
Ability to work independently and under pressure
