IT/Computer - Other IT/Computer Cape Town FULL TIME Job Summary Job title: Financial Advisors Specializing in Health Location: Cape town Role Purpose: 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 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: • 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. 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 on clients' lives through expert financial advice and health solutions. Please send your CV and latest payslip to AtripleA recruitment & temps Recruiter