Retail Sales Agent

Alexforbes; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading corporate health consulting firm is seeking a Retail Sales Agent in Johannesburg. The role focuses on acquiring and retaining clients by providing expert advice on healthcare products. Candidates should have relevant qualifications and 2-3 years of experience in healthcare brokerage. This office-based position may require travel and involves driving client satisfaction and business growth.

Qualifications

• 2 - 3 years of healthcare brokerage experience required.
• 2 - 3 years of experience in the healthcare industry.
• Must possess CMS accreditation.

Responsibilities

• Acquire, retain, and grow the healthcare client base.
• Deliver advice on medical aid and insurance products.
• Prepare and review healthcare plans for clients.

Skills

Client relationship management

Sales techniques

Communication skills

Education

RE5 qualification

NQF5 qualification

Matric

Job description

Designation: PP4390 - Retail Sales Agent - Healthcare

Category: Corp - Health Consulting

Posted by: Alexander Forbes

Posted on: 07 Aug 2025

Closing date: 16 Aug 2025

Location: Johannesburg

Purpose Of The Job

The individual will be responsible for acquiring, retaining, and growing Alexforbes Healthcare Client base. Providing advice on various financial products and services, such as Medical aid, Health insurance, Gap cover Insurance, etc. to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. This is an office-based role; travel may be required.

Overview

This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice

• Identify and pursue new healthcare business opportunities through telephonic, email, and face-to-face engagements
• Delivering excellent client experience through continuous engagement on their healthcare needs, in a tangible and practical way.
• Conducts meetings and recorded telephonic discussions with clients to determine their healthcare goals, needs, and risk tolerance.
• Providing advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
• Preparing and reviewing healthcare plans and ensuring their accuracy and suitability.
• Responding and resolving to client queries related to sales
• Cultivating client and provider relationships.
• Engage with prospective clients to understand their healthcare needs.
• Sell products that align with the clients’ healthcare requirements
• Comply with legislative regulations and adhere to all compliance requirements.
• Drive retention of existing business
• Track and report on new business pipeline
  
  

Requirements

• RE5 and NQF5 qualification
• Matric
• CMS Accredited
• 2 - 3 years Healthcare brokerage experience
• 2 - 3 years of exposure with the Healthcare industry, product, and legislative knowledge
• Sales experience