Senior 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. Will be selling to all Corporate Clients

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; 120 credits or more

• DOFA Certification

• MUST have CPD points 

• Minimum 5-6 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

Additional Information

Salary: R20 000.00 CTC for six months, then becomes commission only + cell phone and petrol allowance; Medical Aid; Provident / Pension Fund; Group Risk Cover

If you struggle to upload your cv please visit our website at www.clearleaf.co.za. Click on Jobs Available, the position you are interested in and click on I'm Interested and upload your cv to apply for the position. 

Alternatively email your cv to the email address on our website.