Expert Health Solutions Consultant
1 month ago
The Role: Financial Advisor Specialising in Health
We are seeking a highly skilled and experienced Financial Advisor to join our team at A Triple A Recruitment and Temps. As a key member of our team, you will be responsible for delivering exceptional financial services to clients by providing expert advice on various health-related products.
About the Job:
- To acquire, retain, and grow a client base for our company's health-related products.
- To provide comprehensive financial planning and deliver an excellent client experience.
- To cater to various market segments, including middle-income, affluent, professional, and business clients.
Key Qualifications and Requirements:
- Matric / equivalent qualification.
- Meet FAIS requirements based on DOFA date (if applicable).
- Hold an FSCA-approved qualification (if applicable).
- Relevant regulatory examinations (RE5) if currently working in the financial services industry.
- Varying levels of experience, suitable for both Junior and Senior roles.
Main Responsibilities:
- Consult with clients to determine their financial goals, needs, and risk tolerance.
- Provide strategic advice on Medical Aid, Health Insurance, and GAP Cover.
- Respond to client queries and resolve issues promptly.
- Engage with prospective clients to understand their financial needs and offer suitable products.
- Sell products that align with clients' needs and financial requirements.
- Comply with legislative regulations and adhere to all compliance requirements.
What We Offer:
- Leverage our leads and infrastructure to drive success.
- Enjoy administrative support to enhance your productivity.
- Participate in a lucrative remuneration structure that rewards dedication and hard work.
- Join a supportive and dynamic work environment.
- Make a significant impact in clients' lives through expert financial advice and health solutions.
Payscale: Our estimated salary for this role is between R300,000 and R500,000 per annum, depending on experience and performance. We are committed to offering competitive salaries that reflect the value we place on our employees.
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