Medical Aid Advisor

**TRP Financial Services - Who we Are**

We are a trusted household name and employer of choice, empowering communities through faith-inspired initiatives that foster financial freedom and leave a lasting legacy of joy and equality. We're on a mission to transform lives by facilitating sustainable financial growth and meaningful lifestyle change, guided by faith, empathy, and collaboration, for our clients, employees, families, and communities.

We are driven by the following:

- Collaborative Empowerment - We believe in fostering growth by equipping clients, employees, and communities with knowledge and opportunities to uplift, empower and thrive together.
- Compassionate Impact - We believe in creating meaningful, empathetic solutions that uplift individuals and address inequalities.
- Sustainable Joy - We believe in building lasting relationships and systems that bring joy and security to clients, staff, and stakeholders.
- Purposeful Stewardship - We believe in managing resources and relationships with care, whilst serving others with love and kindness, inspired by faith.

**What we are looking for**

We are looking for Medical Aid Advisors who are compassionate, driven professional who will embody our mission to empower communities and create enduring legacies through faith-guided financial solutions.
- You are passionate about addressing economic inequalities, with a heart for uplifting diverse workforces across multiple industries.
- You thrive in collaborative environments, approaching your work with enthusiasm, equipping clients with practical knowledge as well as guiding them towards solutions.
- Whether engaging HR managers or supporting underserved communities, you are committed to reducing financial stress, boosting productivity, to leave a legacy of empowerment.
- You bring positivity and resilience, creating joy by building lasting relationships with colleagues, ensuring a healthy company culture and sustainable business.
- Guided by faith and ethics, you approach financial planning with integrity, stewarding resources to support organizational goals and community impact.
- You possess strong communication skills, financial acumen, and adaptability to navigate evolving environments, ensuring compliance and innovation.

At TRP, you’ll find a purpose-driven team where we appreciate the alignment of our values and skills to transform lives and strengthen organizations across South Africa, together.

**Functions of the role**

The primary role of a Medical Aid Advisor is to generate sales and market the TRP brand, and help clients to realise their healthcare objectives by assessing their financial situation and needs and implementing solutions through TRP financial planning process.

Specific Areas of Focus & Responsibility:

- Prospecting & Performance_
- Visit allocated Employer Group as set out in the weekly schedule.
- Following up / closing leads provided.
- Generating targeted number of own leads to create a sales pipeline, including following up.
- Medical Aid/ Financial Needs Analysis_
- Compile Financial Needs Analysis using templates / tools provided.
- Using tech / tools provided to store client data / FNA’s for compliance purposes.
- Holistic Financial Planning _
- To identify other areas of financial planning needs of Medical Aid clients and refer to relevant members of team to address.
- Annual Medical Aid Updates & Reviews _
- To attend Annual Medical Aid Roadshows to update product knowledge.
- To be available for travel to do Annual Medical Aid Reviews from September to December.
- Supervision, Training & Compliance _
- To ensure accredited and compliant with CMS at all times.
- To ensure fit & proper requirements are always met as required by FSCA.
- Regular Supervision & Training with Key Individuals, Managers and / or Team.
- Maintain updated knowledge of POPI Act and enforcing it through daily tasks.

**Role reporting lines**

The Medical Aid Advisor will report to the Senior Advisors and Key individual.

**Required skills, qualifications, and attributes**

The following skills and attributes are required for the role:

- Competence_
- Matric Certificate (NQF4)
- FSCA Recognised qualification (120 + credits - Advantage)
- 1year + medical aid experience or sales experience within healthcare.
- Operational ability_
- Tech Proficient in Microsoft Office, online apps.
- Valid Drivers license.
- Willing to travel.
- In office weekly.
- General Qualities & Skills_
- Good communication skills (written and verbal both in English + another Official Language), good interpersonal skills, well-presented and professional.
- Excellent presentation / public speaking skills to groups of 50 or more people.
- Team worker.
- Proven business success whilst working in a target driven environment.
- Strong and proven experience in sales, business development and compliance. (Advantage)
- The ability to manage and perform independently.
- The ability to build multi-level business relations with var