Medical Aid Specialist

3 weeks ago

Cape Town, South Africa Parity Wealth Managers Full time

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 #J-18808-Ljbffr

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