Financial Advisors Specializing in Health (Centurion and Cape Town)

AtripleA Recruitment & Temps; Cape Town, Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A reputable recruitment agency is seeking Financial Advisors specializing in Health in Cape Town. In this role, you will acquire and maintain a client base, providing expert financial advice on health-related products such as Medical Aid and Health Insurance. Ideal candidates have at least 1 year of experience in financial services and must meet various compliance requirements. A supportive work environment and lucrative remuneration structure are offered.

Benefits

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Qualifications

• At least 1 year of experience in the financial services industry.
• Must meet FAIS requirements based on DOFA.
• Relevant Class of Business Certificates required within 1 year of DOFA.

Responsibilities

• Provide strategic advice on financial products like Medical Aid and Health Insurance.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs.

Skills

Client engagement

Financial advisory

Compliance adherence

Education

Matric or equivalent

FSCA-approved qualification

Job description

Financial Advisors Specializing in Health (Centurion and Cape Town)

Role Purpose

The Financial Advisor specializing 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, 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.