Financial advisors specialising in health

Role Purpose

The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for the company's 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.

Qualifications and Requirements 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. Experience levels will vary as we are recruiting for both Junior and Senior roles. Key Duties and Responsibilities Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance. Provide stra...