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Join to apply for the Independent Financial Services Sales Agent: Durban role at iMasFinance

Job Purpose

iMas Insurance Brokers is looking for Independent Insurance Sales Agents within Durban 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 benefits 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
• Focus on well-established networks in the retail mass market sectors

Minimum Requirements

Our Independent Brokers must meet the following minimum qualifications 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

• Entry level

• Full-time

• Sales and Business Development

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Description:

The Group is looking for a graduate with minimal work experience to join Santova Financial Services in our Umhlanga Office. This oppportunity will facilitate practical hands-on experience as well as an in-depth exposure to all facets of short-term insurance focusing on niche as well as general markets and select candidates may also participate in the Company's development of new financial services products.

The primary objective of this opportunityis to develop entrepreneurialindividuals who will be capable of growing the business through innovative solutions and strategic customer engagement.

This opportunity offers significant long-term career prospects , with progression and opportunities directly tied to individual performance and initiative .

Strategic Focus Areas

• Domestic underwriting and claims handling
• Commercial underwriting and claims handling
• Comprehensive understanding of the various policy wordings for the products that are being marketed to clients
• Focusing on the importance of customer relationships and customer service
• Becoming an accredited representative in accordance to FAIS Law Legislation to market, manage and advise on domestic, commercial, corporate and specialist insurance
• Exposure to information systems, business intelligence, data analysis and client report writing
• Professional client engagement offering comprehensive and tailor-made insurance solutions underwritten by highly regarded national and international insurers for total peace of mind
• Developing risk solutions ranging from captive insurance products, profit share facilities, risk transfer and risk management programs to self-insurance funded facilities
• Participation in developing new solutions within the overall Santova Group globally

Pre-requisites

• High-Calibre Candidate
  An exceptional individual who demonstrates the potential to perform well above average in a fast-paced, professional environment.
• Relevant Academic Background
  A completed university degree, ideally including a subject related to finance, financial services, economics, or risk management.
• Early Career Stage
  No more than two years of full-time working experience, ensuring alignment with the early-career nature of the opportunity.

Key Abilities and Attributes

• Leadership Potential
  Demonstrates strong leadership qualities with the ability to inspire, influence, and guide others effectively.
• Self-Motivated & Goal-Oriented
  Driven by continuous personal growth and a strong desire to achieve excellence.
• Effective Communication & Interpersonal Skills
  Naturally outgoing and confident, with the ability to engage effectively across diverse teams and client interactions.
• Analytical & Innovative Thinking
  Strong problem-solving abilities, entrepreneurial mindset, and capable of working independently with minimal supervision.
• Technologically Proficient
  Comfortable with digital tools and platforms, with proficiency in Microsoft 365 (Excel, Word, PowerPoint, Outlook, Teams).

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Overview

We are seeking a Client Relationship Consultant to join our client’s team.

• The Client Relationship Officer (CRO) is responsible for servicing all existing private clients that form part of the Wealth Team’s allocated client book.
• Provide first-class service to clients, maintain and increase the Company’s market share in Funds Under Management, build trusting relationships with private wealth clients, understand client needs, and offer products and services accordingly.
• Follow up on and close appointments from qualified leads sources to enable Wealth Specialists to engage with clients and acquire new business.

Minimum qualifications

• Tertiary qualification (3-year degree) in a finance/commerce related field of study.
• 3-5 years’ experience in financial services with emphasis on investments, sales, conducting full needs analysis, financial planning and estates planning.
• Valid driver’s license.

• 5+ years’ experience in the industry.
• Postgraduate Diploma in Financial Planning or studying toward the qualification.
• Written and passed the Representative (RE5) exam.

• A sound understanding of investment and fiduciary services in the marketplace.
• Rapid learning ability to understand the client’s business model and the products and services offered within the Group.
• Awareness of competitor activities and offerings.
• Computer literate and technologically savvy.

• Salary: R15 000 - R20 000 basic