Job Description
Are you passionate about helping people achieve financial security through better health solutions?
Were looking for driven, ambitious and client-focused individuals to join a dynamic financial advisory team specialising in health-related products.
This is an exciting opportunity to build your own portfolio, create wealth, and establish a rewarding career within the financial services industry. Both junior and senior applicants are welcome.
Please forward your CV to *****@*****.co.za
Key Responsibilities
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Consult telephonically with clients to understand their financial goals, needs, and capabilities.
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Provide strategic advice on a variety of health-related products, including Medical Aid, Health Insurance, and GAP Cover.
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Proactively engage with new and existing clients to identify opportunities and recommend suitable solutions.
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Respond promptly to client queries and resolve issues efficiently to ensure superior service delivery.
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Drive sales performance by achieving set targets and building a sustainable client base.
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Maintain full compliance with FAIS, FSCA, and other relevant regulatory requirements.
Qualifications & Requirements
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Matric / equivalent qualification essential.
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FAIS-compliant based on your Date of First Appointment (DOFA).
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FSCA-approved qualification (as per the FSCAs list of recognised qualifications).
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Valid RE5 certificate.
- Must already meet the above qualifications OR have completed RE5 and be actively pursuing an FSCA-approved qualification (within the 6-year allowance from DOFA).
What Theyre Looking For
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Entrepreneurial mindset youre self-driven, ambitious and ready to build your own client book.
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Sales and relationship-focused confident in presenting and closing solutions that truly add value.
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Resilient and goal-oriented motivated by performance-based success.
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Professional communicator able to engage with clients from all walks of life and build long-term trust.
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