Financial consultants
At Curemed, we are a young, dynamic, and hardworking bunch! We have been in the industry for over 30 years and have locations all around South Africa. We are a family run business built on the foundation of care and trust for one another. We believe in treating our team and clients as members of our family unit and we will always endeavour to have your best interests at heart. We are sincerely interested in the long-term wellness of our clients, aiming to make a difference in their lives and help them achieve their goals.
PASSIONATE ABOUT PEOPLE
DETAIL ORIENTATED
SELF-MOTIVATED
TEAM PLAYER
More information
Purpose:
To convert and create leads as well as build and maintain long-term relationships with customers/clients. To diversify our health offering to clients into referrals for short-term and wealth department. To advise clients on their holistic needs using the support functions available.
Education requirements
Relevant Product Accreditation (Yearly)
Certificate Grade 12
Class of Business Certification (Yearly)
- Single sub-class of any class of business will need to complete at least 6 CPD hours per CPD cycle;
- More than one sub-class of any single Class of Business will need to complete at least 12 CPD hours per CPD cycle;
More than one Class of Business will need to complete at least 18 CPD hours per CPD cycle
Key competencies & skills
- Knowledge of Relevant Products
- Time Management
- Analytical Thinking
- Understand Compliance in the FSCA
- Building Customer Relationships with Clients
- Decision Making
- Continuous Development (Including Improving Operations)
- Communication (verbal and written)
- Numerical & mathematical skills
- Confident and enthusiastic self-starter who can take initiative.
- Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback.
- Analytical skills
- Problem-solving skills
- Relationship management skills
- Presentation and facilitation skills
- Resilience – Ability to work well under pressure in dynamic environment.
- Flexible and adaptable
- Influential, concise, rational, and practical communicator
- Relationship management
- Discretion, judgement, and high levels of trust
Client services consultants
As a Client Services Consultant at Curemed, you’ll play a pivotal role in delivering exceptional service to our valued clients. You will serve as a vital link between our clients and the complex world of medical aid, offering guidance, support, and expert advice. Your responsibilities will include navigating membership details, and addressing inquiries with empathy and expertise. Your dedication to ensure our clients’ satisfaction and peace of mind will be instrumental in maintaining our reputation for excellence in the industry.
PASSIONATE ABOUT PEOPLE
EMPATHY DRIVEN
SKILLED AT ADMIN
DETAIL ORIENTATED
GOOD COMMUNICATOR
TEAM PLAYER
More information
This is a full-time hybrid role based in Pretoria.
As a Client Services Consultant, you will be responsible for day-to-day client interactions, including answering client inquiries, addressing concerns, and assisting clients with account management.
This role requires a strong, customer-service focus and a dedication to ensuring that our clients are satisfied with the service they receive. The role involves the flexibility to work from home.
Education requirements
- Certificate Grade 12
- 2 years experience
Key competencies & skills
- Analytical Skills: Ability to analyze complex problems and develop effective solutions
- Consulting: Experience in consulting or advisory services
- Communication: Excellent written and verbal communication skills
- Customer Satisfaction: Dedicated to ensuring clients are satisfied with the service they receive
- Customer Service: Ability to provide quality customer service consistently
- Attention to Detail: Ability to work with a high degree of accuracy and attention to detail
- Ability to work under pressure: Ability to prioritize competing tasks and meet tight deadlines
- Experience in the health services industry or financial advisory services is desirable
