About the role: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemed’s health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an 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. Positions available in our Centurion Branch.
Key Duties and Responsibilities:
• Consulting telephonically with clients to determine their financial goals, needs, and capabilities.
• Provide strategic advice on various health products 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.
Qualifications and Requirements:
Minimum 1 or more years experience in the financial services industry.
• Matric / equivalent.
• 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.
What we offer:
• Leads and infrastructure are provided.
• Administrative support provided.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact in clients lives through expert financial advice and health solutions.
