Financial Advisors Specializing in Health (Cape town)

Role Purpose:
The Financial Advisor specializing in Health will be responsible for acquiring, retaining, and growing a client base for the company’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering excellent client experience. The advisor will cater to various market segments, including middle-income, affluent, professional, and business clients, ensuring their financial goals are met through strategic health solutions.

Qualifications and Requirements:
•Matric / equivalent.
•Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)
•Hold an FSCA-approved qualification (if applicable).
•Relevant regulatory examinations (RE5) if currently working in the financial services industry.
•Experience levels will vary as we are recruiting for both Junior and Senior roles.

Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
Within 2 years of DOFA, RE 5 must be completed.
Within 6 years of DOFA, hold an FSCA-approved qualification.

Key Duties and Responsibilities:
•Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance.
•Provide strategic advice on various financial products and services, such as 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 they offer:
•Leads and infrastructure are provided.
•Administrative support.
•A lucrative remuneration structure that rewards dedication and hard work.
•A supportive and dynamic work environment.
•The chance to make a significant impact on clients’ lives through expert financial advice and health solutions