Latest Jobs at iMasFinance

Job Purpose

• Effective marketing of life assurance and funeral products within the Bellville- Cape Town area 

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
• Valid Drivers License 
• 1 year proven sales experience, preferably in the Financial Services Industry
• Professional working proficiency in Afrikaans and English language

Knowledge and Skills

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

iMas Values:

• Trust: Demonstrate honesty, transparency, and respect.
• Ownership: Be accountable, customer-focused, and continuously improve.
• Innovation: Embrace change, solve challenges creatively, and drive improvements.
• Teamwork: Collaborate, support, and celebrate each other's successes.
   

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Job Purpose:

• We are looking for vibrant, well-spoken and target driven individuals who are passionate about delivering superior customer service, to sell Short term Insurance products to existing and potential members. We offer a fixed cost to company as well as a lucrative monthly commission module. 

Job Outputs:

• Timeous follow up on leads
• Delivering quotes and sales via an outbound process
• Quote existing and new members
• Convert quotations to sales, in line with the minimum monthly targets
• Contact potential members and underwrite policies

Qualifications:

• Matric/Grade 12 
• FAIS credits on NQF level 4 as per FSCA legislative requirements
• RE5 as per FSCA legislative requirements

Experience:

• Minimum 1 year outbound Contact Centre Telesales experience
• Minimum 6 months’ Short-term insurance experience in brokerage 

Knowledge and Skills:

• Attention to detail
• Self-motivated
• Quality orientated
• Target driven
• Enthusiastic and passionate
• Adaptable
• Integrity
• Time management
• Ability to work under pressure
• Interpersonal and communication skills
• Selling and negotiation skills
• Customer service oriented
   

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Job Purpose:

• Effective marketing of life assurance and funeral products within Durban and surrounding areas. 

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 Purpose

• To provide exceptional customer service and ensure high levels of customer satisfaction, retention and loyalty by handling all administrative functions on an existing member's profile and by providing accurate advice regarding risk and cover.

Job Outputs:

• Policy administration
• Upselling on existing business
• Claims support and administration
• Retention of policies and customers

Qualifications and Experience

• Grade 12/ Matric/ National Senior Certificate
• FAIS credits on NQF level 4, as per FSCA legislative requirements
• Regulatory Examination 5 (RE 5 - Representative)  - required 
• 2 years proven Short term Insurance Underwriting experience

Knowledge and Skills

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

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Job Purpose:

• Effective marketing of life assurance and funeral products within Richards Bay and surrounding areas. 

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 Purpose:

• Effective marketing of life assurance and funeral products within Emalahleni and surrounding areas. 

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 Purpose:

• Effective marketing of life assurance and funeral products within Kuruman and surrounding areas. 

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 Purpose:

• Effective marketing of life assurance and funeral products within Centurion and surrounding areas. 

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 Purpose:

• Create, foster and execute operational plans to promote and entrench iMasFinance Value Proposition and product offerings within existing and potential Employer Partners to achieve iMasFinance organisational goals.

Job Outputs:

Corporate Marketing Execution

• Support branches in the execution of Marketing and Relationship Management activities to new and existing Employer Partners.
• Expand the iLend and IIB product range within current and new Employer Partners.
• Create and execute leads generating plans to achieve acquisition targets and increase market share.

Portfolio Management

• Ensure Employer Partner engagements are planned, executed and reported on.
• Create and execute multi dealer sales initiatives.
• Plan and implement Employer Partner launches and relaunches.
• Build, Improve and maintain relationships with both internal stakeholders and Employer Partners.
• Implement Financial Awareness activities in line with approved plans.
• Support collection of salary schedule by achieving monthly targets on linked portfolio.

Marketing

• Create and execute targeted marketing activities to promote iMasFinance’s value proposition at Employer Partners.
• Create opportunities at Employer Partners for brand awareness initiatives focussing on digital presence.
• Effective implementation of marketing plans within Employer Partner with Key Account enablement
• Identify and implement innovative marketing activities to generate leads.
• Acquire primary and secondary target market members within current Employer Partners.
• Maintain adequate branded items for below the line activation and replenish timeously.

Governance, Compliance and Risk Management

• Adhere to and ensure adherence to statutory regulations, organisational standards, policies and procedures.  Report non-compliance and implement corrective actions to ensure compliance.

People Management

• Complete agreed Performance Contract
• Complete Individual Development Plan. Attend learning and development courses. Participate in peer and team learning initiatives

Qualifications:

• Diploma in Marketing / Public Relations / Corporate Communications or related field (Essential)
• Advanced diploma in Marketing / Public Relations / Corporate Communications or related field (Advantageous)
• Matric (Languages/Accounting/ Mathematics): Essential
• Code 8 (EB) driver’s license (manual transmission vehicle)

Experience:

• 4 years’ operational experience in a financing or banking environment
• 4 years Marketing/Public Relations & Sales

Knowledge and Skills:

• Computer literacy (MS Office)
• Marketing and Sales skills
• Understanding of Industry, our Competitors and Target Market
• Regulatory environment (FICA, NCA)
• Financial Products knowledge
• Relationship building and stakeholder relations management
• Exceptional written, verbal communication and presentation skills
• Negotiation and persuasion skills
• Multilingualism (ability to communicate in multiple / diverse South African Official Languages)
• Willingness to travel and out of hours availability
• Perseverance, Resilience, Assertiveness 
   

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Job Purpose

•  To administer, safe keeping and archiving member/customer contract information and Natis Documents.

 Key Responsibilities

• Respond to member contract queries
• Respond and resolve NATIS queries
• Receive and file member information and documents
• Archive member contract information
• Adhere to statutory regulations, organisational standards, policies and procedures
• Report non-compliance and implement corrective actions to ensure compliance
• Complete Individual Development Plan. Attend learning and development courses
• Participate in peer and team learning initiatives

 Qualifications

• Matric (Grade 12)  (Essential)
• Certificate in office administration(Advantageous)
• Valid Driver's License Code 8 - Manual operated vehicle (Essential)
• Computer Literacy-MS Office (Essential)

Experience

• 2 years operational and administrative assistant experience in Financial Services and related industries

Knowledge & Skills

• Cross-boundary, information search,
• interpersonal relations, communication skills.
• Filing and archiving records and documents,
• Computer knowledge (MS-Word, Outlook)
   

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About this position

• The Financial Advisor will be responsible for effective marketing of life assurance and funeral products via our Digital Channel (Contact Centre)

Job Outputs:

• Selling of life assurance and funeral policies (Telesales)
• Conducting clients needs analysis
• Following up on leads 
• Servicing new and existing members
• Quality control of new business

Qualifications and Experience

• Matric
• FSCA recognised qualification on NQF level 4, as per FSCA legislative requirements
• RE5, as per FSCA legislative requirements
• 1 year proven Contact Centre sales experience, preferably in the financial services industry

Knowledge and Skills

• Computer literate (MS Office)
• Customer centricity
• Attention to detail
• Negotiation skills
• Excellent communication skills
• Interpersonal skills
• Excellent telephone etiquette
• Time management skills