Financial Advisor – Health Products Specialist, Centurion

Platinum Talent Za; Gauteng; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking dedicated Financial Advisors specializing in health products. This exciting role involves acquiring and growing a client base by offering tailored financial planning solutions. You will engage with various market segments, providing exceptional client experiences in a supportive and dynamic work environment. With access to quality leads and administrative assistance, you can focus on what matters most—client engagement. If you are passionate about making a meaningful impact in the financial services sector, this opportunity is perfect for you.

Benefits

Access to quality leads

Administrative assistance

Supportive work environment

Lucrative remuneration structure

Qualifications

• At least 1 year of experience in the financial services industry.
• Compliance with FAIS requirements and relevant certifications.

Responsibilities

• Acquire, retain, and grow a client base for health-related financial solutions.
• Provide exceptional client experiences across diverse market segments.

Skills

Financial Planning

Client Engagement

Sales Skills

Education

RE 5 Certification

FSCA-approved Qualification

Job description

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Platinum Talent is seeking multiple dedicated Financial Advisors specializing in health products for our client with their head office in Centurion, Gauteng.

In this role, you will acquire, retain, and grow a client base by offering expert financial planning tailored to health-related solutions.

Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.

Requirements

At least 1 year of experience in the financial services industry.

Compliance with FAIS requirements based on the date of first appointment (DOFA) :

Relevant Class of Business Certificates completed within 1 year of DOFA.

RE 5 certification completed within 2 years of DOFA.

FSCA-approved qualification obtained within 6 years of DOFA.

Initial basic salary

Access to quality leads and a well-supported infrastructure.

Administrative assistance to ensure focus on client engagement.

A lucrative and rewarding remuneration structure.

A supportive and dynamic work environment.

An opportunity to make a meaningful impact by providing expert financial advice and health solutions.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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