Financial Advisors
Curemed is a distinguished Financial Services Provider, specializing in health products including medical aid and GAP cover. Our partnerships with premier schemes such as Discovery, Bestmed, Medihelp, Bonitas, and Fedhealth enable us to offer top-tier advisory services that prioritize client health and well-being. At Curemed, we believe in rewarding dedication and hard work with a lucrative remuneration structure that ensures longevity and the potential for a highly rewarding, sustainable career in the industry.
If you are driven, dedicated, and looking for a rewarding career in the financial services industry, Curemed invites you to join our team. Help us continue our mission of providing exceptional health-related financial advisory services and making a real difference in the lives of our clients.
PASSIONATE ABOUT PEOPLE
CLIENT ORIENTATED
PROBLEM SOLVER
SELF-MOTIVATED
TEAM PLAYER
Role Purpose:
Purpose:
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.
Qualifications and Requirements:
- Matric / equivalent.
- Meet FAIS requirements based on DOFA date (if applicable).
- Hold an FSCA-approved qualification (if applicable).
- Relevant regulatory examinations (RE5) if currently working in the financial services industry.
- Experience levels will vary as we are recruiting for both Junior and Senior roles.
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 regulations and adhere to all compliance requirements.
What we offer:
- Leads and infrastructure are provided.
- Administrative support.
- A lucrative remuneration structure that rewards dedication and hard work.
- A supportive and dynamic work environment.
- The chance to make a significant impact in clients’ lives through expert financial advice and health solutions.
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