Independent Financial Advisor (Medical Aid Division), Sandton

SUMMARY:
Independent Financial Advisor (Medical Aid Division), Sandton

POSITION INFO:

One of our large clients, a Medical Scheme Administrator, based in Sandton, is currently looking for an Independent Financial Advisor to start as soon as possible, or immediately!

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.

Minimum 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

Duties include, 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

Please note: only shortlisted candidates will be contacted.

NB! This job is now closed. You can apply for other jobs by uploading your CV.