Independent Financial Advisor – Medical Aid Division at Clear Leaf

JOB PURPOSE:

The primary focus of the position relates to sales in our Medical Aid division; however, our unique holistic offering provides exciting opportunities across multiple platforms and providers. We furthermore provide Financial Advisors with continuous leads enabling the Advisor to build a growing practice

Job Description

• Identifying the financial needs of clients and / or leads and providing recommendations and advice;

• Converting provided leads into sales;

• Identifying new business opportunities;

• Attracting new clients through various methods of prospecting, including cold calling;

• Develop and implement the company’s sales strategy;

• Reviewing clients’ complete financial portfolio and identifying cross-selling opportunities;

• Achieve Medical Aid sales targets;

• Manage client profiles;

• Attend to clients’ annual reviews;

• Client retention and continuous service;

• Submit weekly production reports

Qualifications

• Minimum Grade 12 (NQF5 or similar qualification would be beneficial);

• Regulatory Exams (RE5): non-negotiable;

• Minimum 2-3 years’ work experience; previous sales experience in the financial services / medical scheme’s industry;

• Excellent interpersonal skills;

• Outgoing, professional and presentable;

• Motivated, independent and energetic;

• Driver’s License and own reliable vehicle – non-negotiable;

• Fit and proper to be registered on the FSCA Representative Register