Finance Job Opportunities at iMasFinance

Job Purpose

• iMas Insurance Brokers is looking for Independent Insurance Sales Agent within Thabazimbi and surrounding areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently.

Job Specifications 

iMas Insurance Brokers provides you the benefit of:

• A well-established and reputable brand in our target market
• A lucrative commission split 
• Compliance and admin office support
• Infrastructure to support sales activities
• Multiple product offerings
• Comprehensive financial wellness training programme
• Focusing on well-established networks in the retail mass market sectors

 Minimum requirements

Our Independent Broker must comply with the minimum qualification and experience:

• Matric
• A tertiary qualification (advantageous)
• FSCA recognized qualification, as per FAIS requirements (advantageous) 
• Regulatory Exam for Representatives (RE5) (advantageous) 
• Minimum 1 year sales experience in the life insurance industry
• Clear ITC
• Clear criminal record
• Valid drivers license (advantageous) 

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Job Purpose:

• To establish and maintain customer/member and business relationships, render banking-related support services to them and sell loans and value-added products related to loans. The fulfilment of inbound/outbound  calls to members in order to promote and sell loans  and maintain relationships.

Outputs and Responsibilities:

• Sale of secured and unsecured loans and related products
• Processing and finalization of loan applications
• Conclude loan application in line with member needs
• Efficient and effective customer service delivery
• Cross selling of other iMasFinance products
• Liaise with members and employer groups
• Credit applications
• Credit agreements

Qualifications:

• Matric with Mathematics and/or Accounting
• Banking or Financial Services Accredited  Certificate / Qualification
• Comply with FSCA requirements
• Drivers License (Code 08) passed for manual transmitted vehicle (not automatic)

Experience:

• 2 years’ experience within a financial industry including Loan Products
• 2 years’ experience within a marketing/sales environment
• Computer experience - MS Office (working experience on Excel)

Knowledge and Skills:

• Understands Contact Centre Technology
• Customer experience and service delivery
• Quality assurance, Sales & Marketing
• Retention processes and procedures
• Exceptional Financing knowledge 
• Applicable legislation e.g. FAIS and NCA knowledge 
• Financial industry and Market knowledge
• Computer literacy (MS Office)
• Communication and selling skills