Flexible Work, Better Balance
The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing a client base for Curemed'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.
Key Duties and Responsibilities Consulting telephonically with clients to determine their financial goals, needs, and risk tolerance. Provide strategic advice on various financial products and services, 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 r...