Financial Advisor specialising in Health

About the role: The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemeds health-related products. This role involves providing expert advice through comprehensive financial planning and delivering an 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. Positions available in our Centurion, Johannesburg and Cape Town Branches.

Key Duties and Responsibilities:
Consulting telephonically with clients to determine their financial goals, needs, and capabilities.
Provide strategic advice on various health products such as Medical Aid, Health Insurance and GAP Cover
Respond to client queries and resolve issues promptly.
Engage with prospective clients to understand their financial needs and offer suitable products.
Sell products that align with clients' needs and financial requirements.
Comply with legislative regulations and adhere to all compliance requirements.

Qualifications and Requirements:
Both Junior and Senior Roles available.
Junior Role = No experience in the financial services industry is required, but any sales experience would be beneficial.
Senior Role = Minimum 2 or more years experience in the financial services industry. 
Matric / equivalent.
Meet FAIS requirements based on DOFA date (if applicable).
Hold an FSCA-approved qualification (if applicable).
Relevant regulatory examinations (RE5) if currently working in the financial services industry.

What we offer:
Leads and infrastructure are provided. 
Administrative support provided.
A lucrative remuneration structure that rewards
dedication and hard work.
A supportive and dynamic work environment.
The chance to make a significant impact in clients'
lives through expert financial advice and health solutions.

Join us:
If you are driven, dedicated, and looking for a rewarding career in the financial services industry, Curemed invites you to join our team. Help us continue our mission of providing exceptional health-related financial advisory services and making a real difference in the lives of our clients.

How to apply:
Interested candidates are encouraged to submit their application on our careers page: https://curemed.co.za/careers/ or send your CV to peoplehub@curemed.co.za