Independent Financial Advisor – Medical Aid
| Location | Sandton, South Africa |
| Date Posted | April 18, 2021 |
| Category |
Finance
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
One of our large clients, a Medical Scheme Administrator, based in Sandton, are currently looking for an Independent Financial Advisor to start as soon as possible, or immediately!
Salary: R15 000.00 CTC for six months, then becomes commission only + cell phone and petrol allowance; Medical Aid; Provident/Pension Fund; Group Risk Cover
JOB PURPOSE:
The primary focus of the position relates to sales in our Medical Aid division; however, our unique holistic offering provides exciting opportunities across multiple platforms and providers. We furthermore provide Financial Advisors with continuous leads enabling the Advisor to build a growing practice
Duties & Responsibilities
Duties includes, but are not limited to:
Identifying the financial needs of clients and / or leads and providing recommendations and advice;
Converting provided leads into sales;
Identifying new business opportunities;
Attracting new clients through various methods of prospecting, including cold calling;
Develop and implement the company’s sales strategy;
Reviewing clients’ complete financial portfolio and identifying cross-selling opportunities;
Achieve Medical Aid sales targets;
Manage client profiles;
Attend to clients’ annual reviews;
Client retention and continuous service;
Submit weekly production reports
Desired Experience & Qualification
Requirements:
Minimum Grade 12 (NQF5 or similar qualification would be beneficial);
Regulatory Exams (RE5): non-negotiable;
Minimum 2-3 years’ work experience; previous sales experience in the financial services / medical scheme’s industry;
Excellent interpersonal skills;
Outgoing, professional and presentable;
Motivated, independent and energetic;
Driver’s License and own reliable vehicle – non-negotiable;
Fit and proper to be registered on the FSCA Representative Register