EXPERIENCED HEALTH/MEDICAL AID ADVISOR

Duties and Responsibilities Meeting with clients to determine their financial goals, needs, and risk tolerance Providing strategic advice on various financial products and services, such as Medical Aid, Health Insurance, Health Saver, Gap Cover Insurance etc. Preparing and reviewing financial plans and ensuring their accuracy and suitability Responding to client queries and resolving any issues Supporting investment professionals and cultivating client relationships Minimum qualifications and experience Matric / Equivalent FSCA approved qualification or in a process to complete a FSCA approved qualification FAIS Compliance Requirements Class of Business: Health Services Benefits Regulatory examination (RE) 5 2 years healthcare sales experience Own Vehicle/ access to a reliable vehicle