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Company 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!

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

Job Description

  • 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

Qualifications

  • 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

Additional information

  • Salary: R18 000.00 CTC basic plus commission + cell phone and petrol allowance

 

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