Job Description Financial Advisor – Health Products Specialist Platinum Talent is seeking multiple dedicated Financial Advisors specializing in health products for our client with their Head office in Centurion, Gauteng.
In this role, you will acquire, retain, and grow a client base by offering expert financial planning tailored to health-related solutions.
Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.
Requirements At least 1 year of experience in the financial services industry.
Matric or equivalent qualification.
Compliance with FAIS requirements based on the date of first appointment (DOFA): Relevant Class of Business Certificates completed within 1 year of DOFA.
RE 5 certification completed within 2 years of DOFA.
FSCA-approved qualification obtained within 6 years of DOFA.
Benefits Initial basic Salary Access to quality leads and a well-supported infrastructure.
Administrative assistance to ensure focus on client engagement.
A lucrative and rewarding remuneration structure.
A supportive and dynamic work environment.
An opportunity to make a meaningful impact by providing expert financial advice and health solutions.
Requirements Key Duties and Responsibilities: • Engage with clients via telephone to understand their financial goals and needs.
• Provide strategic advice on a range of health-related products such as Medical Aid, Health Insurance, and GAP Cover.
• Respond promptly to client inquiries and resolve issues efficiently.
• Identify prospective clients and recommend suitable health solutions based on financial needs.
• Ensure all sales comply with relevant legislative and compliance requirements.