Company: Confidential – Life Insurance / Financial Services
Location: East Rand, Johannesburg, Gauteng
Job Type: Permanent
Reference Number: FA/ER/TX
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 history, renowned for its strong values, ethical practices, and employee development programs. The organization focuses on delivering quality funeral insurance, savings plans, and related financial products, while fostering an environment that encourages professional growth and rewards excellent performance.
As a Financial Associate, you will be part of a dynamic team that drives client acquisition, promotes financial wellness, and provides exceptional service to clients across the East Rand.
Position Overview
The Financial Associate plays a key role in marketing insurance products, recruiting clients for the Funeral Division, and supporting the company’s financial services initiatives. This position requires motivated individuals with strong interpersonal skills, a customer-focused approach, and the ability to thrive in a competitive sales environment.
You will be responsible for delivering measurable results in client acquisition and product sales, while building strong relationships with clients and colleagues.
Key Responsibilities
1. Marketing and Sales
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Promote and market 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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Develop strategies to reach sales targets and improve market penetration.
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Maintain accurate records of client interactions, sales activities, and follow-ups.
2. Client Recruitment for Funeral Division
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Recruit clients specifically for the Funeral Division.
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Ensure that all client documentation is accurately completed and compliant with company and regulatory requirements.
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Maintain positive relationships with clients to ensure high retention rates.
3. Administrative Duties
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Manage daily administrative tasks, including client records, reporting, and sales documentation.
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Submit weekly or monthly reports on sales performance and client engagement.
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Coordinate with team leaders and managers to ensure smooth operations.
4. Compliance and Regulatory Adherence
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Ensure compliance with FAIS legislation for registration as a Fit and Proper individual.
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Adhere to company policies, internal procedures, and regulatory requirements.
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Maintain confidentiality of client and company information.
Minimum Requirements
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Matric / Grade 12 certificate and/or tertiary education with at least 30 credits on NQF level 4.
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Compliance with FAIS legislation, depending on the year of entry into the financial services industry:
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2004–2007 entrants: 30 credits on NQF 4 obtained by 31 December 2009.
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2008–2009 entrants: 30 or 60 credits on NQF 4 obtained by 31 December 2011, or full FAIS-recognised qualification obtained by 31 December 2013.
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2010 onwards: Full FAIS-recognised 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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Highly motivated, proactive, and results-driven.
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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 able to adapt 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 position with growth opportunities within the organization.
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Exposure to a dynamic insurance and financial services environment with strong mentorship and development programs.
Application Process
Applicants must submit:
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Covering letter demonstrating 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 supports diversity and equal opportunity employment. While this position is not designated as an EE position, preference may be given to candidates in line with the company’s Employment Equity Plan.
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