Health Consultant
2 weeks ago
Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.
At Optivest, medical schemes and medical-scheme-related products are our speciality. It is our vision to enable all South Africans to get medical cover that suits their individual and family needs, while saving them money.
Optivest Health Services has a vacancy for Health Consultants to provide financial advice and offer Medical Scheme, Health Insurance, and Gap Cover products to qualified leads.
KEY FUNCTIONS
- Engage Telephonically and electronically
- Needs analysis discussion and comparative quote preparation
- Give the best advice – recommend product that will meet the need of the client and protect the client against identified risks
- Conversion of leads to Health Contracts
- Online & telephonic capturing of sale
- Follow up sale with product house up to activation
- Email relevant FAIS communication with clients up to confirmation of activated cover
- Adhere to all compliance standards and FAIS requirements
EXPERIENCE REQUIRED
• Previous experience in Direct Marketing and Sales environment
• Medical scheme advice and/or service experience
• Financial and Health Insurance experience (advantageous)
• Regulatory knowledge and compliance with FAIS and FICA legislation (advantageous)
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