About the Position

Optivest Health Services located in Durbanville, Western Cape has a vacancy for Health Consultants selling Medical Scheme, Medical Insurance and Gap Cover products to a (qualified) lead through the process of giving financial advice.

General Requirements

Own transport preferred
Be in good health
Reside in Northern Suburbs
Excellent attendance and time keeping record
Professional demeanour


Key functions

Engage Telephonically and electronically with qualified leads
Needs analysis discussion and comparative quote preparation
Give best advice – recommend product that will meet the need of client and protect client against identified risks
Conversion of leads to Health Contracts
Online & telephonic capturing of sale
Follow up sale with product house up to activation
Email Relevant FAIS communication with clients up to confirmation of activated cover

Qualifications required

National Senior Certificate or equivalent
DOFA record from FSCA (can be obtained if not previously registered)
RE5 Qualification required if DOFA registered (can be obtained while employed at Optivest if not previously registered with FSCA)
Inseta record with NQF L5 qualification relevant to financial services industry – Required if DOFA registered (can be obtained while employed at Optivest)
CMS accredited (can be obtained while employed at Optivest)
NB: Original Matric and ID document required.

Experience required

Previous experience in Direct Marketing environment
Medical scheme advice and/or service experience
12 months telesales in banking or funeral and other
Desired Skills
Sales
Call Centre
Financial
Medical Aid
Health Insurance
Short-term Insurance
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.

Remuneration Package

The remuneration package consists of a basic allowance for your initial probation period thereafter commission based.