Financial Advisors Specializing in Health - Centurion
Centurion
Financial Advisors Specializing in Health (Centurion)
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.
- 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.
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