Health & Wealth Adviser (Brokerage)

AtripleA recruitment & temps; Pretoria; On-site; ZAR 50,778 - 60,822; Full time

Benefits offered by this job

Monthly fuel voucher

Cell phone

Laptop

Commission

Job summary

A recruitment firm in Pretoria is seeking a Health & Wealth Advisor. The role focuses on building and maintaining client relationships while ensuring compliance with membership processes. Candidates should have strong sales skills, an understanding of the financial industry, and excellent interpersonal abilities. The position offers a salary of R 5000 plus benefits including a fuel voucher and commission. Interested applicants should send their CV and payslip to the provided email.

Qualifications

• Experience in sales tactics and principles is necessary.
• Knowledge of the Financial Services Board structure and FAIS Act is required.
• Must possess good interpersonal skills.

Responsibilities

• Ensure team performance aligns with targets and compliance.
• Build and maintain good relationships with stakeholders.
• Provide excellent client service daily.

Skills

Sales tactics/principles

Good industry knowledge

Good understanding of the Financial Industry

Interpersonal skills

Education

Grade 12

RE 5

Tools

MS Office

Excel

Outlook

Job description

Health & Wealth Advisor_Brokerage

Sector: Medical/Insurance

Location: Pretoria

Salary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission)

Purpose of Job

To ensure team performance in line with set targets and compliance to membership processes for new business and the retention of existing members. To contribute towards the organizational growth by applying the most effective selling techniques of selling and retention functions within the Sales Team to ensure membership growth as per the desired member profile with special attention to process requirements.

Role Outputs

• Building and maintain good relationships with all stakeholders
• Maintain excellent client service daily on:
  • Personal & Telephonic interaction with product providers, administration staff & clients
  • Concise e‑mail communication to current client base, potential clients and administration staff
  • Formal report interpretation and reporting to Manager
  • Advising potential clients (face to face, telephonically and or electronically) on all products as per product base and per FAIS requirements
  • Administration process of completing necessary documentation with potential clients
  • Follow‑up on outstanding information & documentation on all applications for all product suppliers
  • Follow‑up on all feedback received
  • Assisting in all queries received
  • All after sale service to clients
  • Office duty as per office requirements
  • Submitting documents for processing
  • All product benefit confirmation
  • Maintain records as per office/FAIS requirement
  • Walk‑In Centre duties
  • General Sales Duties

Requirements

• Sales tactics/principles
• FSB structure and FAIS Act
• Good industry knowledge
• Good understanding of the Financial Industry
• Good understanding of product provider underwriting policyAbove average interpretation of product provider terminology
• Computer skills (MS Office, Excel & Outlook)
• Inter personal skills
• Grade 12
• RE 5
• Drivers Licence and own vehicle

Send your CV and latest pay slip to [e-mail]

AtripleA Recruitment and Temps

www.aaaa.co.za