Health Consultant

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.

• 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

^{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)

Health4Me Insurance

Pension fund

Performance bonus subject to terms and conditions

Fringe Benefits

Closed between Christmas and New Years