Financial Advisors Specializing in Health

Job title:

Financial Advisors Specializing in Health

Location:

Centurion

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.

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.