Financial Advisor - Bellville
iMasFinance Co-operative (Ltd)
Bellville, Western Cape
Permanent
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Posted 21 January 2025 - Closing Date 13 June 2025

Job Details

Job Description

Job Purpose

Effective marketing of life assurance and funeral products within the Bellville- Cape Town area 

Job Outputs:

Selling of life assurance and funeral policies
Conducting clients needs analysis
Following up on leads 
Servicing new and existing members
Quality control of new business

Qualifications and Experience

Matric/Grade 12
FAIS credits on NQF level 4 as per FSCA legislative requirements
RE5 as per FSCA legislative requirements
Valid Drivers License 
1 year proven sales experience, preferably in the Financial Services Industry
Professional working proficiency in Afrikaans and English language

Knowledge and Skills

Computer literate (MS Office)
Attention to detail
Negotiation skills
Excellent communication skills
Interpersonal skills

iMas Values:

  • Trust: Demonstrate honesty, transparency, and respect.
  • Ownership: Be accountable, customer-focused, and continuously improve.
  • Innovation: Embrace change, solve challenges creatively, and drive improvements.
  • Teamwork: Collaborate, support, and celebrate each other's successes.

In support of iMasFinance’s transformation strategy, preference will be given to candidates from the designated groups.