Experienced Financial Advisor

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
The CEO of Optivest Health Services, located in Durbanville, Western Cape has a unique opportunity for a seasoned Financial Advisor to join the business in establishing an exciting new venture, expanding its suite of financial services to a broader set of multi-faceted solutions. This role will report directly to the CEO from the outset and play a pivotal role in all facets related to this initiative.

Due to the objective and nature of this role, only established Financial Advisors who meet all the minimum requirements for the role will be considered.

General Requirements

• Own transport – willing to travel
• Be in good health.
• Reside in Northern Suburbs.
• Excellent attendance and time keeping record.
• Professional demeanor.
• Track record of delivery and excellence

Key functions

• Establish core capability of non-health i.e. Risk, Invest, Short Term portfolio of financial services
• Engage face-to-face, Telephonically, and electronically with existing and new clients
• Build, Manage and retain a portfolio of clients
• Financial Needs analysis discussion and comparative quote preparation.
• Provide best advice – recommend product that will meet the need of client and protect client against identified risks.
• Lead management and conversion
• Online & telephonic (Voice recorded) capturing of sale.
• Follow up sale with product house up to activation

Minimum Qualifications/accreditation required

• Matric (Grade 12)
• Valid CMS accreditation
• RE5 Certificate
• DOFA record from FSCA to be furnished upon first interview date
• Inseta record of additional qualifications i.e. relevant to financial services industry
• Advanced qualification in Financial planning strongly preferred
• Fully Fit & Proper as per FSCA regulations

Minimum Experience required

• Minimum 5 years’ experience in Financial Service industry in an Advisor capacity
• Medical scheme advice and/or service experience (Minimum 5 Years)
• Full accreditation and experience in Discovery suite of products