Exciting Opportunity: Financial Advisor – Contact Centre (Telesales) in Gauteng
A leading company, iMasFinance, is seeking a motivated Financial Advisor to join their contact centre team. This is a fantastic opportunity to enhance your career while providing valuable financial products to clients in Gauteng.
Key Responsibilities
- Sell life assurance and funeral policies through Telesales.
- Conduct comprehensive needs analyses for clients to recommend the best products.
- Follow up on leads to ensure a high conversion rate and client satisfaction.
- Maintain accurate records of client interactions and transactions.
- Stay updated with the latest financial products and market trends.
Requirements
- Qualification: Relevant qualification in finance or a related field is preferred.
- Experience: Previous experience in telesales or financial advisory is advantageous.
- Skills: Strong communication and interpersonal skills, with the ability to build rapport with clients.
- Other: Self-motivated, results-driven, and capable of working under pressure.
💰 Salary Insight
Estimated Salary: R15,000 – R20,000 per month.
(Note: Salary figures are based on market estimates for similar roles in South Africa.)
🔮 3 Common Interview Questions for this Role
- “How do you approach selling financial products to clients who may be hesitant?”
- “Can you provide an example of a successful telesales campaign you led?”
- “What strategies do you use to follow up with leads effectively?”
Tips on Crafting a CV for this Role
- Tailor Your CV: Highlight relevant sales experience and financial product knowledge.
- Use Metrics: If possible, include sales targets you’ve met or exceeded.
- Professional Summary: Start with a strong summary that highlights your strengths in financial advisory and telesales.
Related Job Titles: Insurance Sales Agent, Telesales Consultant, Life Insurance Advisor, Financial Services Representative.

