Fresh Opportunities at iMasFinance

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
• 1 year proven sales experience, preferably in the Financial Services Industry

Knowledge and Skills

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

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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 Specifications

• Guide, support and provide advice to Short-term Insurance employees in their areas of development                   
• Conduct quality checks and consider controls currently in place to mitigate the identified risks and determine their effectiveness in mitigating risks, making recommendations for improvement where required
• Conduct call evaluations and provide comprehensive feedback to the employees and line management
• Conduct system testing
• Compliance adherence
• Assist line management with solution to improve service delivery
• Coach short term insurance employees
• Assist management in the identification of potential process inefficiencies.
• Provide assurance of compliance to statutory requirements, policies, and procedures when required
• Prepare and present audit findings and recommendations for improvement.

Required Qualifications

• National Senior Certificate/ Grade 12
• 30 FAIS credits or full FSCA aligned qualification on NQF level 4 is an advantage
• Regulatory Exam is an advantage
• CPD points as legislatively required

Required Experience:

• 2 years experience in Sales and Customer Service
• 2 years Quality Assurance experience in Short Term Insurance
• 2 years Contact Centre experience
• Experience or knowledge of other insurance systems such as Cardinal 360 is advantageous
• 2 years’ Coaching experience