Financial Advisor – iMasFinance Co-operative | Vanderbijlpark, Gauteng
Company: iMasFinance Co-operative (Ltd)
Location: Vanderbijlpark, Gauteng
Contract Type: Permanent
Date Posted: 25 March 2025
Application Closing Date: 24 June 2025
About the Company
iMasFinance Co-operative (Ltd), a trusted name in South Africa’s financial services industry, is a member-focused cooperative that offers a wide range of financial solutions including insurance, lending, and investment products. As part of its commitment to improving the financial well-being of its clients, iMasFinance delivers personalized services through dedicated financial advisors operating in various regions across the country.
The iMas Insurance Brokers division is now recruiting a dynamic Financial Advisor to join the FAS South Gauteng unit and serve clients in the Vanderbijlpark area. This opportunity is ideal for individuals looking to build a long-term career in financial services while making a meaningful impact in their community.
Role Overview
The Financial Advisor will play a critical role in marketing life assurance and funeral policies, conducting needs-based financial assessments, and maintaining relationships with both new and existing clients. Success in this role requires a high level of self-discipline, excellent communication skills, and the ability to meet performance targets through personalized financial service delivery.
This position is particularly suited for an energetic and motivated sales professional with experience in financial products who thrives in a target-driven environment.
Key Responsibilities
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Sell life assurance and funeral policies tailored to individual and family needs
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Conduct comprehensive client needs analyses to recommend suitable financial solutions
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Proactively follow up on leads, build a reliable client pipeline, and drive consistent conversion
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Provide ongoing service and support to existing policyholders, including updates and policy reviews
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Ensure compliance with FSCA regulations and maintain high standards of record-keeping
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Conduct quality control checks on all new business to ensure accuracy and completeness
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Educate clients on the value and benefits of financial planning, risk cover, and long-term investment
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Work closely with the sales manager to meet monthly and quarterly sales goals
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Represent the company professionally within the Vanderbijlpark community and surrounding areas
Qualifications and Experience
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Matric / Grade 12 is essential
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FAIS credits on NQF level 4 as required by the FSCA
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RE5 certification is mandatory in accordance with FSCA legislative requirements
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At least 1 year of proven sales experience, preferably in financial services, life insurance, or funeral cover
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A valid driver’s license and own vehicle (advantageous but not required)
Knowledge and Skills Required
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Strong proficiency in Microsoft Office (Word, Excel, Outlook)
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High attention to detail, particularly when handling sensitive client documentation
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Proven negotiation skills and ability to overcome objections
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Excellent verbal and written communication skills
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Confident, self-motivated, and able to work independently
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Strong interpersonal skills and a client-centric mindset
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Ability to work under pressure and meet tight deadlines
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Familiarity with insurance industry practices, products, and regulations
What the Company Offers
iMasFinance offers a supportive and performance-driven work environment where financial advisors are empowered with the tools and training needed to succeed. Benefits may include commission-based earnings, performance incentives, training support, and opportunities for career advancement within the cooperative financial model.
By joining iMasFinance, you become part of a team that values integrity, mutual support, and sustainable financial education. The company prides itself on building strong client relationships while encouraging employees to grow personally and professionally.
Equal Opportunity Statement
iMasFinance Co-operative is an equal opportunity employer. The organization is committed to diversity and transformation in the workplace and encourages applications from individuals who will contribute to an inclusive and representative workforce. All appointments will be made in alignment with the company’s employment equity plan and legislative requirements.
How to Apply
Qualified and passionate candidates should apply before the closing date of 24 June 2025. If you do not receive feedback within two weeks after the deadline, please consider your application unsuccessful. The company reserves the right to expire job advertisements at its discretion.
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