Experienced Health Financial Advisor

Momentum; Gauteng; On-site; ZAR 250,000 - 450,000; Full time

Job summary

A leading company in health solutions is looking for an Experienced Health Financial Advisor to join their team in Gauteng. The successful candidate will focus on acquiring and retaining clients for Momentum Medical Aid and provide tailored financial advice across various market segments. This full-time position requires at least 2 years of experience and offers a dynamic environment within a franchise focusing on personalized client success.

Qualifications

• At least 2 years' experience as a financial advisor.
• Relevant regulatory examinations (RE5) if already working in financial services.
• Large business, social, and close contact networks.

Responsibilities

• Meet with clients to determine financial goals and needs.
• Provide strategic advice on financial products.
• Sell products aligned with clients' financial requirements.

Skills

Business Acumen

Client / Stakeholder Commitment

Drive for Results

Collaboration

Impact and Influence

Self-Awareness and Insight

Education

Matric / equivalent

FSCA-approved qualification

Job description

Momentum Centurion, Gauteng, South Africa

Experienced Health Financial Advisor

Momentum, an entity of Momentum Metropolitan Holdings, delivers sustainable, integrated health solutions that meet the needs of clients across various segments and maximize lifetime client value.

We foster a culture of innovation and create value through unique insights and health capabilities. Momentum Health Solutions seeks talented and passionate Health Financial Advisors who share our values of putting clients first and treating customers fairly.

If you have experience in healthcare sales, this opportunity is for you! Please verify the legitimacy of this job advert on our company career page.

Role Purpose

The individual will be responsible for acquiring, retaining, and growing a client base for Momentum Medical Aid and its complementary products. This includes generating new business, providing after-sales service, and ensuring client retention, increased market share, and contribution to long-term business objectives. The role involves offering clients across different market segments (middle-income, affluent, professional, and business) expert advice through sound financial planning.

This position operates within a franchise environment focusing on health solutions. In line with our Financial Wellness philosophy, we aim to create personalized success journeys for each client by delivering excellent experiences through ongoing engagement on their financial needs.

Requirements

• Matric / equivalent
• FAIS requirements based on DOFA date
• FSCA-approved qualification
• Relevant regulatory examinations (RE5), if already working in financial services
• At least 2 years' experience as a financial advisor
• Large, solid business, social, and close contact networks

Duties & Responsibilities

• Meet with clients to determine financial goals, needs, and risk tolerance
• Provide strategic advice on financial products like Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
• Prepare and review financial plans for accuracy and suitability
• Respond to client queries and resolve issues
• Support investment professionals and cultivate client relationships
• Engage with prospective clients to understand their financial needs
• Sell products aligned with clients' financial requirements
• Ensure compliance with legislative regulations and all requirements

Competencies

• Business Acumen
• Client / Stakeholder Commitment
• Drive for Results
• Collaboration
• Impact and Influence
• Self-Awareness and Insight

Additional Information

Position level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Note: This job posting is active; no indication of expiration was found.