Financial Advisor Health Products Specialist
Financial Advisor Health Products Specialist
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1-3years
8000 - 8000
1 Vacancy
Job Description
Platinum Talent is seeking multiple dedicated Financial Advisors specializing in health products for our client with their Head office in Centurion Gauteng.
In this role you will acquire retain and grow a client base by offering expert financial planning tailored to healthrelated solutions.
Your primary responsibility will be to provide exceptional client experiences across diverse market segments including middleincome affluent professional and business clients.
Requirements
- At least 1 year of experience in the financial services industry.
- Matric or equivalent qualification.
- Compliance with FAIS requirements based on the date of first appointment (DOFA):
- Relevant Class of Business Certificates completed within 1 year of DOFA.
- RE 5 certification completed within 2 years of DOFA.
- FSCAapproved qualification obtained within 6 years of DOFA.
Benefits
- Initial basic Salary
- Access to quality leads and a wellsupported infrastructure.
- Administrative assistance to ensure focus on client engagement.
- A lucrative and rewarding remuneration structure.
- A supportive and dynamic work environment.
- An opportunity to make a meaningful impact by providing expert financial advice and health solutions.
Key Duties and Responsibilities: Engage with clients via telephone to understand their financial goals and needs. Provide strategic advice on a range of health-related products such as Medical Aid, Health Insurance, and GAP Cover. Respond promptly to client inquiries and resolve issues efficiently. Identify prospective clients and recommend suitable health solutions based on financial needs. Ensure all sales comply with relevant legislative and compliance requirements.
Education
At least 1 year of experience in the financial services industry. Matric or equivalent qualification. Compliance with FAIS requirements based on the date of first appointment (DOFA): o Relevant Class of Business Certificates completed within 1 year of DOFA. o RE 5 certification completed within 2 years of DOFA. o FSCA-approved qualification obtained within 6 years of DOFA.
Employment Type
Full Time
