Financial Advisor Specialist in Health

AtripleA recruitment & temps; Centurion; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Opportunity to impact clients

Job summary

A recruitment agency is seeking a Financial Advisor specializing in Health to manage and grow a client base for health-related financial products. Responsibilities include consulting clients to determine their financial goals, providing strategic advice on products, and ensuring compliance with regulations. Ideal candidates should possess relevant skills, a matric qualification, and meet FAIS and FSCA requirements. The role offers a supportive and dynamic environment with a lucrative remuneration structure.

Qualifications

• Matric or an equivalent qualification is required.
• FAIS requirements must be met based on the DOFA date if applicable.
• Must hold an FSCA-approved qualification if applicable.
• Experience levels will vary as recruitment includes both Junior and Senior roles.
• Experience levels vary for junior and senior roles.

Responsibilities

• Consult with clients to determine their financial goals and needs.
• Provide strategic advice on financial products like Medical Aid and Health Insurance.
• Respond to client queries and resolve issues.
• Engage prospective clients and offer suitable products.
• Sell products that align with clients' needs.
• Comply with legislative regulations and requirements.

Skills

Knowledge of Relevant Products

Time Management

Analytical Thinking

Understand Compliance in the FSCA

Building Customer Relationships with Clients

Decision making

Team player

Self-Leadership

Continuous development

Communication (written and verbally)

Numerical and mathematical skills

Confident and enthusiastic

Must be able to work independently

Problem-solving skills

Presentation and facilitation skills

Discretion

Care and empathy

Ability to listen to understand

Ability to work under pressure

Initiative

Assertiveness

Persuasiveness

Education

Matric / equivalent

FAIS requirements based on DOFA date

FSCA-approved qualification

Relevant regulatory examinations (RE5)

Job description

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemed's health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

Key Duties and Responsibilities

• Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.
• Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs and offer suitable products.
• Sell products that align with clients' needs and financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

Key Skills

• Knowledge of Relevant Products
• Time Management
• Analytical Thinking
• Understand Compliance in the FSCA
• Building Customer Relationships with Clients
• Decision making
• Team player
• Self-Leadership
• Continuous development
• Communication (written and verbally)
• Numerical and mathematical skills
• Confident and enthusiastic
• Must be able to work independently
• Problem-solving skills
• Presentation and facilitation skills
• Discretion
• Care and empathy
• Ability to listen to understand
• Ability to work under pressure
• Initiative
• Assertiveness
• Persuasiveness

Qualifications

• Matric / equivalent.
• Meet FAIS requirements based on DOFA date (if applicable).
• Hold an FSCA-approved qualification (if applicable).
• Relevant regulatory examinations (RE5) if currently working in the financial services industry.
• Experience levels will vary as we are recruiting for both Junior and Senior roles.

What we offer

• Leads and infrastructure are provided.
• Administrative support.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact on clients' lives through expert financial advice and health solutions.