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About the Organisation
iMasFinance is a reputable South African co-operative financial institution that provides tailored financial solutions to its members. Through its division, iMas Insurance Brokers, the company offers a wide range of insurance products and financial advisory services. iMas is committed to promoting transformation and diversity in the workplace and empowering individuals through financial literacy and access to quality products.
Financial Advisor – Richards Bay job at iMasFinance Co-operative (Ltd) | Apply Now
Richards Bay, KwaZulu-Natal, South Africa
Are you looking for Management jobs in South Africa 2025 today? then you might be interested in Financial Advisor – Richards Bay job at iMasFinance Co-operative (Ltd)
Full Time
Deadline:
25 Jul 2025
Job Title
Financial Advisor – Richards Bay job at iMasFinance Co-operative (Ltd)
iMasFinance Co-operative (Ltd)
Job Description
The successful candidate will be responsible for the sales and marketing of life assurance and funeral policies within Richards Bay. This includes conducting needs analyses to determine client requirements, following up on sales leads, providing service to both new and existing clients, and ensuring the quality and compliance of new business submissions. The role requires a solid understanding of FSCA regulations, excellent interpersonal skills, and a results-oriented mindset.
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
Promote and sell life assurance and funeral policies
Conduct detailed client needs analyses
Follow up on sales leads and prospects
Provide service to new and existing clients
Maintain quality control on all new business submissions
Ensure all documentation complies with regulatory standards
Achieve individual sales targets
Maintain accurate and up-to-date client records
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications:
Matric/Grade 12 (essential)
FAIS credits on NQF Level 4 (as required by FSCA)
RE5 certification (as required by FSCA)
Experience:
Minimum 1 year of proven sales experience (preferably in the financial services sector)
Skills and Competencies:
Proficient in Microsoft Office
Strong attention to detail
Excellent communication and interpersonal skills
Strong negotiation and sales skills
