Financial Advisor - Johannesburg - Inevo Consulting

    Inevo Consulting
    Inevo Consulting Johannesburg

    5 days ago

    Default job background
    Full time
    Description

    Job Title: Financial Advisor - Health Specialism

    Location: Centurion Branch

    The role involves acquiring, retaining, and growing a client base for health-related products. This requires providing expert advice through comprehensive financial planning and delivering an excellent client experience.

    Key Responsibilities:

    • Consult 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:

    • Minimum 1 or more years experience in the financial services industry.
    • Matric / equivalent qualification.
    • Meet FAIS requirements based on DOFA (date of first appointment). Within 1 year of DOFA, complete relevant Class of Business Certificates; within 2 years, complete RE 5; within 6 years, hold an FSCA-approved qualification.

    What We Offer:

    • Leads and infrastructure are provided.
    • Administrative support is available.
    • 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.

    Salary: R250,000 - R350,000 per annum

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