Financial Advisors

Atriplea Recruitment & Temps; Gauteng; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading recruitment agency is seeking a Financial Advisor specializing in Health based in Centurion or Cape Town. This role involves acquiring and managing a health-focused client base, providing expert financial advice tailored to diverse market segments, and ensuring excellent client experiences. Candidates should have relevant experience and meet the competencies required by FAIS.

Benefits

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Opportunity to impact clients' lives

Qualifications

• Minimum 1+ years' experience in financial services.
• Meet FAIS requirements based on DOFA.
• Hold relevant Class of Business Certificates within stipulated time.

Responsibilities

• Provide strategic advice on Medical Aid, Health Insurance, and GAP Cover.
• Engage with prospective clients to understand their financial needs.
• Comply with legislative regulations and adherence to compliance.

Skills

Client Relationship Management

Financial Planning

Product Knowledge (Health Insurance)

Education

Matric / equivalent

Job description

Financial Advisors Specializing in Health (Centurion and Cape Town)

Role Purpose

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company's health-related products.

This role involves providing expert advice through comprehensive financial planning and delivering 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.

Qualifications and Requirements

• Minimum 1 or more years' experience in the financial services industry.
• Matric / equivalent.
• Meet FAIS requirements based on DOFA (date of first appointment) (where applicable).
• Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
• Within 2 years of DOFA, RE 5 must be completed.
• Within 6 years of DOFA, hold an FSCA-approved qualification.

Key Duties and Responsibilities

• 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.

What They 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.

This job is available in Centurion / Cape Town, ZA.

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Financial Advisor • Gauteng