Expert Financial Health Specialist

1 day ago


Johannesburg, Gauteng, South Africa Inevo Consulting Full time
About the Role:

The Expert Financial Health Specialist at Inevo Consulting will be responsible for acquiring, retaining, and growing a client base for our health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an excellent client experience.

Key Duties and Responsibilities:

  • Consulting with clients to determine their financial goals, needs, and capabilities.
  • Providing strategic advice on various health products such as Medical Aid, Health Insurance, and GAP Cover.
  • Responding to client queries and resolving issues promptly.
  • Engaging with prospective clients to understand their financial needs and offer suitable products.
  • Selling products that align with clients' needs and financial requirements.

Qualifications and Requirements:

  • A minimum of 1 or more years of experience in the financial services industry.
  • Matric or equivalent qualification.
  • Meet FAIS requirements based on DOFA (where applicable).

We Offer:

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

Estimated Salary: R250,000 - R400,000 per annum



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