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 in Cape Town seeks a Financial Advisor to specialize in health-related products. The role involves acquiring and retaining clients, providing strategic financial advice, and ensuring compliance with regulations. Candidates should have a minimum of 1 year in the financial services industry and meet FAIS requirements. The position offers leads, administrative support, and a lucrative remuneration structure in a supportive work environment.

Benefits

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Qualifications

• Minimum 1 or more years’ experience in the financial services industry.
• Must meet FAIS requirements based on DOFA.
• Relevant Class of Business Certificates must be completed within 1 year of DOFA.
• RE 5 must be completed within 2 years of DOFA.

Responsibilities

• Provide strategic advice on financial products and services.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs.
• Sell products that align with clients’ needs and financial requirements.
• Comply with legislative regulations.

Skills

Client relationship management

Financial planning

Regulatory compliance

Sales skills

Education

Matric / equivalent

FSCA-approved qualification (within 6 years)

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

• 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.