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..
Key Duties and 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.
• Comply with legislative regulations and adhere to all compliance requirements.
Key Skills
• Knowledge of Relevant Products
• Time Management
• Analytical Thinking
• Understand Compliance in the FSCA
• Building Customer Relationships with Clients
• Decision making
• Team player
• Self-Leadership
• Continuous development
• Communication (written and verbally)
• Numerical and mathematical skills
• Confident and enthusiastic
• Must be able to work independently
• Problem-solving skills
• Presentation and facilitation skills
• Discretion
• Care and empathy
• Ability to listen to understand
• Ability to work under pressure
• Initiative
• Assertiveness
• Persuasiveness
Qualifications
• Matric / equivalent.
• Meet FAIS requirements based on DOFA date (if applicable).
• Hold an FSCA-approved qualification (if applicable).
• Relevant regulatory examinations (RE5) if currently working in the financial services industry.
• Experience levels will vary as we are recruiting for both Junior and Senior roles.
What we offer:
• Leads and infrastructure are provided.
• Administrative support.
• A lucrative remuneration structure that rewards dedication and hard work.
• A supportive and dynamic work environment.
• The chance to make a significant impact on clients' lives through expert financial advice and health solutions.
