HEALTH SPECIALIST (DEDICATED PRACTICE SOLUTIONS)
About the Employer
Optivest Health Services is a leading national consultancy, specialising in providing objective, independent and focused health cover solutions to individual members and medium to small employer groups.
At Optivest, medical schemes and medical scheme related products are our specialty. It is our vision to enable all South Africans to get medical cover, that suits their individual and family needs while saving them money.
About the Position
Optivest Health Services located in Durbanville, Western Cape has a vacancy for Health Specialist selling Medical Scheme, Health Insurance and Gap Cover products to a (qualified) leads through the process of giving financial advice.
General Requirements
- Own transport – willing to travel
- Be in good
- Reside in Northern
- Excellent attendance and time keeping
- Professional
Key functions
- Engage face-to-face, Telephonically, and electronically with high-end clients & Advisors
- Network & Build relationships with financial advisors & clients
- Build, Manage and retain a portfolio of clients
- Consult with financial advisors & clients – willing to travel
- Needs analysis discussion and comparative quote
- Give best advice – recommend product that will meet the need of client and protect client
against identified risks.
- Conversion of leads to Health
- Online & telephonic capturing of
- Follow up sale with product house up to activation
- Email Relevant FAIS communication with clients up to confirmation of activated cover
Qualifications required
- Matric (Grade 12)
- RE5 Certificate
- NQF Relevant Qualifications required
- CMS accredited
- DOFA record from FSCA to be furnished upon first interview date
- Any additional qualifications relevant for financial services industry
Experience required
- Experience in Financial Service industry, Medical Scheme, Gap Cover & Health Insurance environment (Minimum 4-5 Years +)
- Previous experience in Financial Service industry, Medical Scheme, Gap Cover & Health Insurance environment
- Medical scheme advice and/or service experience (Minimum 5 Years +)
- Sales
- Call Centre
- Financial
- Medical Aid
- Health Insurance
To apply, send your CV and supporting documents to vacancies@optivest.co.za.
Please indicate clearly the position you are applying for.