Financial Advisor: iMas Insurance Brokers (Bloemfontein) X1
Financial Advisor – Bloemfontein
- Bloemfontein, Free State
- iMasFinance Co-operative (Ltd) / iMas Insurance Brokers
- Posted: 06 February 2026
- Closing Date: 27 February 2026
- Employment Type: Permanent
- Industry: Insurance
- Functional Area: Sales
Position Overview
iMas Insurance Brokers seeks a Financial Advisor to market and sell life assurance and funeral products within Bloemfontein and surrounding areas.
The role involves client engagement, needs analysis, lead follow-up, and servicing both new and existing members while ensuring quality control of new business. Preference is given to candidates from designated groups in support of workplace transformation and diversity.
Key Responsibilities
Market and sell life assurance and funeral policies
Conduct client needs analyses to identify suitable financial solutions
Follow up on leads and generate new business
Service new and existing members
Ensure quality control for new business applications
Maintain accurate records of client interactions and transactions
Minimum Requirements
Matric / Grade 12
FAIS credits at NQF Level 4 (as per FSCA legislative requirements)
RE5 accreditation (as per FSCA legislative requirements)
Minimum 1 year proven sales experience, preferably in the Financial Services Industry
Knowledge, Skills & Competencies
Computer literate (MS Office proficiency)
Strong attention to detail
Excellent negotiation and interpersonal skills
Effective written and verbal communication skills
Ability to build and maintain client relationships
Employment Equity
Preference given to candidates from designated groups
Commitment to transformation and diversity in the workplace