Centurion, Cape town and Alberton
Financial Relationship Builder
Basic + commission
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.
Posted 2024-06-20
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