Financial Advisors Specializing in Health

Role Purpose

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

• Minimum 1 or more years’ experience in the financial services industry.
• Matric / equivalent.
• Meet FAIS requirements based on DOFA (date of first appointment) where applicable.
• Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
• Within 2 years of DOFA, RE 5 must be completed.
• Within 6 years of DOFA, hold an FSCA-approved qualification.

• Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.
• Provide strategic advice on various financial products and services, such as Medical Aid, Health Insurance, and GAP Cover.
• Respond to client queries and resolve issues promptly.
• Engage with prospective clients to understand their financial needs and offer suitable products.
• Sell products that align with clients’ needs and financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

• Leads and infrastructure are provided.
• Administrative support.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact on clients’ lives through expert financial advice and health solutions.

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