Medical Aid Insurance Advisor

Our client in the Short-Term Insurance Industry is currently looking to employ a Medical Aid Insurance Advisor based in Port Elizabeth.

RE5 qualification would be advantageous.

• Minimum 1–3 years’ experience as a medical aid or healthcare insurance advisor.
• Proven sales and advisory experience within the medical aid or healthcare sector.
• FAIS-compliant qualification (e.g. NQF Level 4 or higher, relevant to healthcare/insurance).
• RE5 certification (advantageous).
• Product-specific accreditation for medical aid schemes (where required).
• CPD compliance as prescribed by the FSCA.

• Client Advisory and Sales:
  Conduct comprehensive needs analyses to assess clients’ healthcare requirements, financial position, and risk profile.
• Provide accurate and professional advice on medical aid options, plans, benefits, exclusions, and pricing.
• Compare and clearly explain products across various medical aid schemes where applicable.
• Present tailored recommendations that align with client needs and all regulatory requirements.
• Secure new business and consistently achieve agreed sales targets.

• Build and maintain strong, long-term client relationships through regular engagement and scheduled reviews.
• Assist clients with applications, benefit changes, upgrades, and cancellations.
• Support clients with claims-related enquiries and benefit clarifications.
• Deliver ongoing after-sales service, including annual benefit reviews.

• Ensure full compliance with FAIS, FICA, Council for Medical Schemes, and FSCA requirements.
• Maintain accurate and up-to-date records of advice, disclosures, and client documentation.
• Complete and submit applications and policy documentation within required time frames.
• Remain informed of product updates, legislative changes, and industry developments.

• Prospect for new clients through referrals, networking activities, and lead generation initiatives.
• Identify cross-selling opportunities, including gap cover and health insurance where permitted.
• Represent the organisation professionally during client meetings and industry-related engagements.

Please note that should you not receive a response within 2 weeks of applying, you may consider your application unsuccessful.