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Financial Services Advisor

2 weeks ago


Cape Town, Western Cape, South Africa Status Staffing Full time
Job Description:

Status Staffing is seeking an experienced Financial Services Advisor - Medical Aid to join our team. As a Medical Aid Advisor, you will be responsible for delivering exceptional customer service and expert medical aid advice to our clients.

Key Responsibilities:
  • Client Engagement: Engage with clients to understand their medical aid needs and preferences.
  • Plan Reviews: Conduct thorough reviews of clients' medical aid plans, identifying areas for improvement and proposing alternative options.
  • Gap Cover Research: Research and identify gap cover options for clients, ensuring they have adequate coverage for their healthcare needs.
  • Record-Keeping: Maintain accurate records of client interactions, advice provided, and plan updates, adhering to company procedures and regulatory requirements.

Requirements: To be successful in this role, you will need to possess excellent communication skills, strong time management abilities, and a commitment to championing client and customer focus.