Medical Aid Specialist

Parity Wealth Managers; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services firm is seeking a Medical Aid Specialist in Cape Town to underwrite and sell medical aid and short-term insurance products. The ideal candidate will manage their own client portfolio and engage with qualified leads provided by the company. An emphasis on servicing clients and a strong sales track record in medical aid is essential. A supportive environment offers travel allowances and a favorable commission structure.

Benefits

Qualified leads – no cold calling

Back-end office support

Favorable commission structure

Travel allowance

Growth opportunities

Qualifications

• Must have appropriate Category I authorisation for long-term & short-term insurance.
• Proven track record in medical aid sales.
• Must be reliable with transportation for client meetings.

Responsibilities

• Engage and follow up on qualified leads.
• Underwrite and sell medical aid and short-term insurance.
• Build and manage your own client portfolio.
• Conduct client meetings both in-office and offsite.
• Provide professional and compliant client-focused service.

Skills

Licensed to provide medical aid services

Client relationship management

Sales skills

Job description

Introduction

We, in partnership with a financial services firm based in Rosebank, are looking for a driven and experienced Medical Aid Specialist to join our team.

This role involves working closely with a steady lead source to underwrite and sell medical aid and other short-term insurance products. The ideal candidate will focus on servicing qualified leads, building lasting client relationships, and growing their own book of business, with a strong emphasis on medical aid products.

Duties & Responsibilities

• Engage and follow up on qualified leads provided by the business.
• Underwrite and sell medical aid and short-term insurance products.
• Build and manage your own client portfolio over time.
• Conduct client meetings (both in-office and offsite).
• Provide professional, compliant, and client-focused service.

What we Offer

• Qualified leads provided – no cold calling required.
• Back‑end office support.
• Favourable commission structure designed to reward performance.
• Travel allowance.
• Supportive, professional environment with growth opportunities.

Desired Experience & Qualification

• Must be off supervision and licensed to provide medical aid services.
• Must have the appropriate Category I authorisation under long‑term insurance and Category I (short‑term insurance) for a registered Financial Services Provider (FSP).
• A proven track record in medical aid sales and servicing.
• Own transport or comfortable using reliable transport to meet clients.
• Willingness to travel to client meetings.

Package & Remuneration

R5, p / m basic salary + favourable commission splits + travel allowance