Optivest Health Services has a vacancy for Health Consultants offering Medical Scheme, Health Insurance and Gap Cover products to (qualified) leads through the process of giving financial advice.
Duties & Responsibilities
Engage Telephonically and electronically
Needs analysis discussion and comparative quote preparation
Give the best advice – recommend product that will meet the need of the client and protect the client against identified risks
Conversion of leads to Health Contracts
Online & telephonic capturing of sale
Follow up sale with product house up to activation
Email relevant FAIS communication with clients up to confirmation of activated cover
Adhere to all compliance standards and FAIS requirements
Desired Experience & Qualification
QUALIFICATIONS REQUIRED
National Senior Certificate (Grade 12)
CMS accredited (not compulsory by advantageous)
RE5 Certificate
DOFA record from FSCA to be furnished upon first interview date
Inseta record with additional qualifications relevant to financial services industry (Wealth Management NQF level 5 advantageous)
EXPERIENCE REQUIRED
Previous experience in Direct Marketing and Sales environment
Medical scheme advice and/or service experience
Financial and Health Insurance experience (advantageous)
Regulatory knowledge and compliance with FAIS and FICA legislation (advantageous)