Company: Confidential – Life Insurance / Financial Services
Location: Johannesburg CBD, Gauteng
Job Type: Permanent
Reference Number: FA/JHB/NM
Industry: Insurance / Financial Services
Work Level: Junior
Salary: Market Related
EE Position: No
Closing Date: Open until filled
About the Company
Join a well-established life insurance company with over 100 years of experience, recognized for its strong values, commitment to employees, and focus on excellence. The organization provides top-tier funeral insurance, savings plans, and financial services, while fostering professional development and rewarding high performance.
As a Financial Associate, you will work in a dynamic team environment, supporting the growth of the company’s client base and ensuring exceptional customer service standards.
Position Overview
The Financial Associate is responsible for two key areas: marketing insurance products and recruiting clients for the Funeral Division. This role is ideal for motivated, goal-driven individuals with strong interpersonal and sales skills, seeking an opportunity to grow within the financial services industry.
You will contribute directly to the company’s business objectives, while gaining hands-on experience in insurance sales, client engagement, and regulatory compliance.
Key Responsibilities
1. Marketing and Sales
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Promote Funeral Insurance, Savings Plans, and related financial products.
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Identify and engage potential clients to expand the customer base.
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Achieve set sales targets through effective marketing strategies.
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Maintain accurate records of client interactions and sales activities.
2. Client Recruitment for Funeral Division
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Recruit new clients specifically for the Funeral Division.
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Ensure all client documentation is complete and compliant with company and regulatory requirements.
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Build strong relationships with clients to maintain high retention and satisfaction.
3. Administrative Support
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Manage daily administrative tasks, including reporting and documentation.
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Submit regular updates on sales performance and client engagement activities.
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Work closely with team leaders and managers to ensure seamless operations.
4. Compliance and Regulation
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Ensure compliance with FAIS legislation for Fit and Proper registration.
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Adhere to internal policies, procedures, and regulatory standards.
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Maintain confidentiality of client and company information at all times.
Minimum Qualifications
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Matric / Grade 12 certificate and/or tertiary education with 30 credits on NQF level 4.
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Compliance with FAIS legislation based on the year of industry entry:
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2004–2007: 30 credits on NQF 4 obtained by 31 December 2009.
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2008–2009: 30 or 60 credits on NQF 4 obtained by 31 December 2011, or full FAIS-recognized qualification obtained by 31 December 2013.
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2010 onwards: Full FAIS-recognized qualification required.
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Clear ITC credit record.
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Clear criminal record.
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RE5 certificate will be an advantage.
Experience and Skills
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Previous marketing experience in insurance or financial services is advantageous.
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Strong communication, administration, and time management skills.
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Valid driver’s license, reliable transport, and mobile phone.
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Ability to work independently and meet targets in a dynamic, client-focused environment.
Personal Attributes
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Motivated, proactive, and results-oriented.
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Customer-focused with excellent interpersonal skills.
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Organized, detail-oriented, and reliable.
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Flexible and adaptable to changing priorities and environments.
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Committed to ethical standards and maintaining confidentiality.
Remuneration and Benefits
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Competitive market-related salary.
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Permanent role with career growth and development opportunities.
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Hands-on experience in a dynamic financial services and insurance environment.
Application Process
Applicants must submit:
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Cover letter highlighting suitability for the role.
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Detailed Curriculum Vitae (CV).
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Certified copies of qualifications and supporting documents.
Incomplete applications will not be considered. Shortlisted candidates will be contacted for interviews. The company reserves the right not to fill the position.
Equal Opportunity
The company is committed to diversity and equal opportunity employment. While this role is not designated as an EE position, preference may be given in line with the company’s Employment Equity Plan.
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