Financial Advisors Specializing in Health

Job title: Financial Advisors Specializing in Health
Location: Centurion

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 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: 
•Minimum 1 or more years’ experience in the financial services industry.
•Matric / equivalent.
•Meet FAIS requirements based on DOFA (date of first appointment) (where applicable)
•Within 1 year of DOFA, relevant Class of Business Certificates must be completed.
•Within 2 years of DOFA, RE 5 must be completed.
•Within 6 years of DOFA, hold a...