Experienced Financial Advisor - Health Solutions (Centurion)

Experienced Financial Advisor - Health Solutions (Centurion)

Are you an experienced Financial Advisor passionate about empowering clients to achieve financial wellness through comprehensive health solutions? Do you thrive on building lasting relationships and providing expert advice on medical aid and complementary health products? If so, we want you!

We're dedicated to delivering sustainable, integrated health solutions. We're seeking talented and passionate individuals who share our values of putting clients first and treating customers fairly .

What You'll Do :

As a Health Financial Advisor in our franchise environment, you'll be responsible for :

Acquiring, retaining, and growing a diverse client base across middle-income, affluent, professional, and business segments.

Meeting with clients face-to-face to understand their financial goals, needs, and risk tolerance, providing expert advice through sound financial planning.

Strategically advising on various financial products and services , including Medical Aid, Health Insurance, Health Saver, and Gap Cover Insurance.

Generating new business and providing exceptional after-sales service to ensure client retention and increase market share.

Complying with all legislative regulations and adhering to compliance requirements.

What You'll Bring :

Matric / equivalent qualification.

FAIS requirements based on DOFA date.

FSCA-approved qualification .

Relevant regulatory examinations (RE5) if you're already in the financial services industry.

2 years' experience as a Financial Advisor , specifically with a focus on healthcare sales .

A large and solid network of business, social, and close contacts.

Excellent communication (written and verbal), presentation, and interpersonal skills.

Strong administration, organization, and data analysis abilities.

A personable, presentable, and articulate demeanor.