Health Advisor

Indwe Broker Holdings; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking a qualified individual with 3-7 years of experience in the healthcare sector and a strong grasp of personal lines insurance. The role involves building excellent client relationships and demonstrating a strong performance orientation. Candidates must possess a Matric qualification and a Wealth Management certification. This is a permanent position with rewarding career prospects.

Qualifications

• 3 - 7 years of experience in the financial services industry or sales environment with healthcare experience.
• Knowledge and understanding of personal lines insurance.
• Understanding of FAIS requirements and legal insurance requirements.

Responsibilities

• Build excellent client relationships and ensure service orientation.
• Exhibit entrepreneurial and business orientation.
• Work in an organized manner and demonstrate self-confidence.

Skills

Client relationship building

Business orientation

Organizational skills

Self-confidence

Performance orientation

Interpersonal skills

Education

Matric

Wealth Management NQF L5 qualification or higher

Passed exam RE: Representatives

Job description

Overview

To provide rewarding experiences and appropriate planning solutions at all touch points to new, internal and external clients. A rewarding service experience and appropriate risk solutions.

Job Details

• Location: Johannesburg
• Employment Type: Permanent
• Experience: 3 - 7 Years
• Ideal Experience: Previous Healthcare experience within the financial services industry and/or sales environment
• Education: Matric; Wealth Management NQF L5 qualification or higher; Passed exam RE: Representatives

Responsibilities

• Build excellent client relationships / service orientation
• Entrepreneurial / Business orientation
• Ability to work in an organized manner
• Self‑confidence
• Drive / performance orientation
• Interpersonal skills

Qualifications

• Knowledge and understanding of the insurance and brokerage industry and environment
• Sound knowledge and understanding of personal lines insurance
• FAIS requirements of a representative
• Legal requirements of the insurance industry
• Technical insurance knowledge (underwriting)
• Become cybersafe and learn how to keep your Indwe account safe.