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Experienced Financial Advisor - Health Solutions (Centurion)

The Recruitment Council

Johannesburg

On-site

ZAR 250,000 - 350,000

Full time

Today
Be an early applicant

Job summary

A recruitment firm in Johannesburg seeks an Experienced Financial Advisor to empower clients through health solutions. You will acquire and retain clients while providing expert advice on medical aid and related products. Candidates should have a relevant qualification and at least 2 years of experience in healthcare sales. Strong communication and interpersonal skills are essential for success in this role.

Qualifications

  • 2 years' experience as a Financial Advisor focused on healthcare sales.
  • Ability to acquire and retain clients across various segments.
  • Strong networking skills with a large business and social network.

Responsibilities

  • Generate new business and provide exceptional after-sales service.
  • Meet clients to understand their financial goals and needs.
  • Advise on medical aid and health insurance products.

Skills

Excellent communication
Strong administration
Interpersonal skills

Education

Matric / equivalent qualification
FSCA-approved qualification
RE5 regulatory examination

Job description

SUMMARY :

Experienced Financial Advisor - Health Solutions (Centurion)

POSITION INFO :

Experienced Financial Advisor - Health Solutions (Centurion)

Are you an experienced Financial Advisor passionate about empowering clients to achieve financial wellness through comprehensive health solutions? Do you thrive on building lasting relationships and providing expert advice on medical aid and complementary health products? If so, we want you!

We''re dedicated to delivering sustainable, integrated health solutions. We''re seeking talented and passionate individuals who share our values of putting clients first and treating customers fairly .

What You''ll Do :

As a Health Financial Advisor in our franchise environment, you''ll be responsible for :

Acquiring, retaining, and growing a diverse client base across middle-income, affluent, professional, and business segments.

Meeting with clients face-to-face to understand their financial goals, needs, and risk tolerance, providing expert advice through sound financial planning.

Strategically advising on various financial products and services , including Medical Aid, Health Insurance, Health Saver, and Gap Cover Insurance.

Generating new business and providing exceptional after-sales service to ensure client retention and increase market share.

Complying with all legislative regulations and adhering to compliance requirements.

What You''ll Bring :

Matric / equivalent qualification.

FAIS requirements based on DOFA date.

FSCA-approved qualification .

Relevant regulatory examinations (RE5) if you''re already in the financial services industry.

2 years'' experience as a Financial Advisor , specifically with a focus on healthcare sales .

A large and solid network of business, social, and close contacts.

Excellent communication (written and verbal), presentation, and interpersonal skills.

Strong administration, organization, and data analysis abilities.

A personable, presentable, and articulate demeanor.

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