Health Financial Advisor: Strategic Planning & Client Growth

AtripleA recruitment & temps; Centurion; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Leads and infrastructure provided

Administrative support

Lucrative remuneration structure

Supportive work environment

Opportunity to impact clients

Job summary

A recruitment agency is seeking a Financial Advisor specializing in Health to manage and grow a client base for health-related financial products. Responsibilities include consulting clients to determine their financial goals, providing strategic advice on products, and ensuring compliance with regulations. Ideal candidates should possess relevant skills, a matric qualification, and meet FAIS and FSCA requirements. The role offers a supportive and dynamic environment with a lucrative remuneration structure.

Qualifications

• Matric or an equivalent qualification is required.
• FAIS requirements must be met based on the DOFA date if applicable.
• Must hold an FSCA-approved qualification if applicable.
• Experience levels will vary as recruitment includes both Junior and Senior roles.

Responsibilities

• Consult with clients to determine their financial goals and needs.
• Provide strategic advice on financial products like Medical Aid and Health Insurance.
• Respond to client queries and resolve issues.
• Engage prospective clients and offer suitable products.
• Sell products that align with clients' needs.
• Comply with legislative regulations and requirements.

Skills

Knowledge of Relevant Products

Time Management

Analytical Thinking

Understand Compliance in the FSCA

Building Customer Relationships with Clients

Decision making

Team player

Self-Leadership

Continuous development

Communication (written and verbally)

Numerical and mathematical skills

Confident and enthusiastic

Must be able to work independently

Problem-solving skills

Presentation and facilitation skills

Discretion

Care and empathy

Ability to listen to understand

Ability to work under pressure

Initiative

Assertiveness

Persuasiveness

Education

Matric / equivalent

FAIS requirements based on DOFA date

FSCA-approved qualification

Relevant regulatory examinations (RE5)

Job description

A recruitment agency is seeking a Financial Advisor specializing in Health to manage and grow a client base for health-related financial products. Responsibilities include consulting clients to determine their financial goals, providing strategic advice on products, and ensuring compliance with regulations. Ideal candidates should possess relevant skills, a matric qualification, and meet FAIS and FSCA requirements. The role offers a supportive and dynamic environment with a lucrative remuneration structure.