Financial Advisors Specialising in Health

AtripleA recruitment & temps; Centurion; Vor Ort; ZAR 300.000 - 600.000; Vollzeit

Benefits dieser Stelle

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Opportunity to impact clients' lives

Zusammenfassung

A leading financial services recruitment firm is seeking a Financial Advisor specializing in health products. This role involves acquiring and servicing clients across various market segments. Responsibilities include providing expert financial planning, advice on Medical Aid and Health Insurance, and adhering to compliance requirements. Successful candidates should have a Matric or equivalent and meet FAIS conditions. A supportive work environment with administrative support and competitive remuneration is offered, fostering significant client impact through expert advice.

Qualifikationen

• Meet FAIS requirements based on DOFA date if applicable.
• Hold relevant regulatory examinations (RE5) if currently in financial services.
• Experience levels will vary; both Junior and Senior roles are available.
• RE5 regulatory examinations if currently in financial services.
• Experience levels vary for both Junior and Senior roles.

Aufgaben

• Consult with clients to determine financial goals and needs.
• Provide advice on financial products such as Medical Aid and Health Insurance.
• Resolve client queries and issues promptly.
• Engage and sell products to prospective clients.
• Comply with legislative regulations and compliance requirements.
• Comply with legislative regulations and all compliance requirements.

Kenntnisse

Client relationship management

Financial planning

Market segmentation understanding

Ausbildung

Matric / equivalent

FSCA-approved qualification

FSCA-approved qualification

Regulatory examinations (RE5)

Experience varies for Junior and Senior roles

Jobbeschreibung

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 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.

Qualifications and Requirements

• 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.

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.

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 in clients' lives through expert financial advice and health solutions.