Job Description
About the Role
The Financial Advisor specialising 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.
Key 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.
Requirements
- Minimum 1 or more years’ experience in the financial services industry.
- Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)
- 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.
Qualifications
- Matric / equivalent
Salary & Benefits
Leads and infrastructure are provided. Administrative support is also offered. A lucrative remuneration structure that rewards dedication and hard work is also available.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Gauteng
The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.
Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:
R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers
Key skills required for success in the finance and accounting sector in Gauteng include:
Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking
Major employers in the finance and accounting sector in Gauteng include:
Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.
Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.
Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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