Financial Advisors Specializing In Health

A Triple A Recruitment; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services recruitment firm is seeking a Financial Advisor specialising in Health to acquire, retain, and grow a client base for health-related products. Key responsibilities include providing expert advice, consulting clients telephonically, and selling suitable financial products. Candidates must have at least 1 year of experience in financial services and meet specific regulatory requirements. This role offers leads, administrative support, and a lucrative remuneration structure in a dynamic work environment.

Benefits

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Qualifications

• 1+ years of experience in financial services required.
• FAIS requirements must be met based on DOFA.
• RE 5 and Class of Business Certificates to be completed timely.

Responsibilities

• Consult clients telephonically on financial goals and needs.
• Provide advice on Medical Aid, Health Insurance, and GAP Cover.
• Sell products aligned with client needs.

Skills

Client relationship management

Financial advisory skills

Health insurance knowledge

Sales skills

Education

Matric / equivalent

FSCA-approved qualification

Job description

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

• 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 on clients' lives through expert financial advice and health solutions.

Application Instructions

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