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Pretoria: Health & Wealth Adviser (Brokerage) posted by AtripleA recruitment & temps

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Job Description

Health & Wealth Advisor_Brokerage

Sector: Medical/Insurance

Location: Pretoria

Salary: R 5000 (benefits: monthly fuel voucher, cell phone, laptop & commission)

Purpose of job:

To ensure team performance in line with set targets and compliance to membership processes for new business and the retention of existing members. To contribute towards the organizational growth by applying the most effective selling techniques of selling and retention functions within the Sales Team to ensure membership growth as per the desired member profile with special attention to process requirements.

Role outputs:

1. Building and maintain good relationships with all stakeholders

2. Maintain excellent client service daily on:
• Personal & Telephonic interaction with product providers, administration staff & clients
• Concise e-mail communication to current client base, potential clients and administration staff
• Formal report interpretation and reporting to Manager
• Advising potential clients (face to face, telephonically and or electronically) on all products as per product base and per FAIS requirements
• Administration process of completing necessary documentation with potential clients
• Follow-up on outstanding information & documentation on all applications for all product suppliers
• Follow-up on all feedback received
• Assisting in all queries received
• All after sale service to clients
• Office duty as per office requirements
• Submitting documents for processing
• All product benefit confirmation
• Maintain records as per office/FAIS requirement o Walk-In Centre duties
• General Sales Duties

Requirements:
• Sales tactics/principles
• FSB structure and FAIS Act
• Good industry knowledge
• Good understanding of the Financial Industry
• Good understanding of product provider underwriting policy
• Above average interpretation of product provider terminology
• Computer skills (MS Office, Excel & Outlook)
• Inter personal skills
• Grade 12
• RE 5
• Drivers Licence and own vehicle

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Send your CV and latest pay slip to .za

AtripleA Recruitment and Temps

.za

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.

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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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