Financial Advisor Specialising in Health
Cape Town, Western Cape
Posted more than 30 days ago
- Company:
- ATripleA Recruitment and Temps
- Company Description:
- AtripleA Recruitment was established in 1999. Its success in the Recruitment Industry has allowed us to deliver an efficient and trustworthy service to both employer and employee. We aim to provide outstanding Recruitment Services to our valued clients, by providing totally reliable, competitively superior, quality candidates 100% according to client specification and time-certain delivery at a cost effective price. AtripleA Recruitment has to earn the loyalty of Corporate Clients in the surrounding area and grow our family by developing and marketing world class service.
- Contract Type:
- Full Time
- Experience Required:
- 1 year
- Education Level:
- Grade 12
- Gender:
- Any
- Age:
- 21 to 98 years
- Number of vacancies:
- 10
Job Description
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 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.
Qualifications and Requirements:
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.
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.
What they 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 in clients’ lives through expert financial advice and health solutions.