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Financial Advisor

Platinum Talent Za

Emfuleni Local Municipality

On-site

ZAR 300 000 - 500 000

Full time

7 days ago
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Job summary

A leading financial services provider is seeking skilled Financial Advisors in Meyersdal, Johannesburg. You will deliver tailored health-focused financial planning, helping clients secure their financial wellness. Join a supportive team with access to training, commission structure, and growth potential.

Benefits

Access to Quality Leads
Dedicated Administrative Assistance
Lucrative Commission-Based Remuneration
Supportive Work Environment

Qualifications

  • Minimum 2 years' experience in financial advising or insurance sales.
  • Sound knowledge of health-related financial products and services.

Responsibilities

  • Deliver holistic financial advice with a focus on health insurance.
  • Engage and build relationships with clients across multiple segments.
  • Proactively generate leads and maintain compliance with regulations.

Skills

Interpersonal Skills
Client-Centric Approach

Education

Matric (NQF Level 4)
RE5 Certification

Job description

Financial Advisor – Health Products Specialist Location : Meyersdal, Johannesburg, Gauteng Industry : Financial Services | Health Products Focus RE5 Certification RequiredPlatinum Talent is partnering with a leading financial services provider to recruit multiple skilled Financial Advisors who are passionate about health-focused financial solutions.These opportunities are based at the client's dynamic branch in Meyersdal, Johannesburg.As a Financial Advisor, your core responsibility will be to acquire, retain, and grow a loyal client base by delivering tailored financial planning with a strong emphasis on health-related products.

You'll play a critical role in helping clients secure their financial wellness while navigating the unique risks associated with health and wellbeing.Key ResponsibilitiesDeliver holistic financial advice with a focus on health insurance, medical gap cover, and related productsEngage and build relationships with clients across multiple segments : middle-income, affluent, professionals, and business ownersProactively generate leads, follow up on referrals, and grow your networkMaintain compliance with industry regulations and company standardsEnsure an exceptional client experience from consultation through onboarding and beyondMinimum RequirementsRE5 Certification – non-negotiableMatric (NQF Level 4) – further financial or health product-related qualifications are advantageousMinimum 2 years' experience in financial advising or insurance salesSound knowledge of health-related financial products and servicesStrong interpersonal skills with a client-centric approachValid driver's license and own reliable transportClean ITC and criminal recordWhy This Role?Join a supportive team within a reputable and well-established financial services providerAccess to training, product support, and lead generation toolsAttractive commission structure and potential for long-term career growthMake a meaningful difference in the lives of your clients through health-focused financial adviceWhat You Can Expect Initial Basic Salary to provide a stable foundation as you grow your portfolio Access to Quality Leads through a robust and reliable lead-generation platform Well-Supported Infrastructure, enabling you to focus on building client relationships Dedicated Administrative Assistance to reduce admin burden and enhance productivity Lucrative, Commission-Based Remuneration Structure designed to reward high performance Supportive and Dynamic Work Environment that fosters learning, growth, and collaboration Meaningful Impact – Help clients protect their health and financial wellbeing through expert guidance and tailored solutions

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