Description:
Role Purpose
To provide financial guidance and support to clients by understanding their financial goals, needs, and risk tolerance. This role is responsible for delivering strategic advice on a range of health-related financial products including Medical Aid, Health Insurance, Health Saver, and Gap Cover Insurance while preparing and reviewing tailored financial plans.
Duties and Responsibilities
• Meeting with clients to determine their financial goals, needs, and risk tolerance
• Providing strategic advice on various financial products and services, such as Medical Aid, Health Insurance, Health Saver, Gap Cover Insurance etc.
• Preparing and reviewing financial plans and ensuring their accuracy and suitability
• Responding to client queries and resolving any issues
• Supporting investment professionals and cultivating client relationships
Requirements:
- Healthcare Sales Experience: 1 to 2 years
• Matric / Equivalent
• FSCA approved qualification or in a process to complete a FSCA approved qualification
• FAIS Compliance Requirements
• Class of Business: Health Services Benefits
• Regulatory examination (RE) 5
• 2 years healthcare sales experience
• Own Vehicle/ access to a reliable vehicle