Financial Advisors Specializing in Health (Centurion and Cape Town)

AtripleA Recruitment & Temps; Irene; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A recruitment agency in South Africa seeks a Financial Advisor specializing in health-related products. The role involves acquiring and growing a client base, providing strategic financial advice, and ensuring compliance with regulations. Candidates should have experience in the financial services industry, meet FAIS requirements, and possess relevant qualifications. The position offers a dynamic work environment and strong support to make a significant impact.

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.
• Meet FAIS requirements based on DOFA.
• Relevant certifications must be completed based on DOFA timelines.

Responsibilities

• Provide strategic advice on Medical Aid, Health Insurance, and GAP Cover.
• Respond to client queries and resolve issues.
• Engage with prospective clients to understand financial needs.

Skills

Client acquisition

Financial planning

Health insurance knowledge

Education

Matric / equivalent

FSCA-approved qualification

Job description

Overview

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.