Health Consultant (Sales)

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 speciality. 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 has a vacancy for Health Consultants offering Medical Scheme, Health Insurance and Gap Cover products to (qualified) leads through the process of giving financial advice.

Job location: Durbanville, Cape Town

GENERAL REQUIREMENTS

• Reliable and punctual, with excellent time management
• Professional demeanour
• Own transport
• Be in good health

KEY FUNCTIONS

• Engage Telephonically and electronically
• Needs analysis discussion and comparative quote preparation
• Give the best advice – recommend product that will meet the need of the client and protect the 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
• Adhere to all compliance standards and FAIS requirements

QUALIFICATIONS REQUIRED

• National Senior Certificate (Grade 12)
• CMS accredited (not compulsory by advantageous)
• RE5 Certificate (advantageous)
• DOFA record from FSCA to be furnished upon first interview date (if applicable)
• Inseta record with additional qualifications relevant to financial services industry (Wealth Management NQF level 5 advantageous)

EXPERIENCE REQUIRED

• Previous experience in Direct Marketing and Sales environment
• Medical scheme advice and/or service experience
• Financial and Health Insurance experience (advantageous)
• Regulatory knowledge and compliance with FAIS and FICA legislation (advantageous)

EXPERIENCE AND FIT

At Optivest Health Services, we understand that qualifications encompass both professional experience and alignment with our vision, mission and core values. We seek candidates who not only possess the necessary skills and experience but also resonate with our commitment to exceptional service and share our commitment to enabling all South Africans to access and retain appropriate medical cover, while saving them money.

Candidates should have relevant experience in sales, client service, or the medical aid industry, showcasing a proven track record in these areas.

A strong educational background in business, healthcare administration, or a related field is beneficial. Knowledge of medical aid products and regulations is advantageous, helping ensure compliance and informed service delivery.

We want people who:

• Are passionate about helping others access meaningful health cover
• Embrace our values of respect, integrity, and transparency
• Demonstrate a collaborative approach and a positive, inclusive mindset
• Want to grow within an organisation that invests in its people
• Are ready to challenge outdated models and drive positive change in the health market