Job Description

Role Purpose
To provide financial guidance and support to clients by understanding their financial goals, needs, and risk tolerance. This role is responsible for delivering strategic advice on a range of health-related financial products including Medical Aid, Health Insurance, Health Saver, and Gap Cover Insurance while preparing and reviewing tailored financial plans.
Duties and Responsibilities
Meeting with clients to determine their financial goals, needs, and risk tolerance
Providing strategic advice on various financial products and services, such as Medical Aid, Health Insurance, Health Saver, Gap Cover Insurance etc.
Preparing and reviewing financial plans and ensuring their accuracy and suitability
Responding to client queries and resolving any issues
Supporting investment professionals and cultivating client relationships
Matric / Equivalent
FSCA approved qualification or in a process to complete a FSCA approved qualification
FAIS Compliance Requirements
Class of Business: Health Services Benefits
Regulatory examination (RE) 5
2 years healthcare sales experience
Own Vehicle/ access to a reliable vehicle

Skills Required