Expert Financial Health Specialist
1 day ago
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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