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

• Matric (Grade 12)
• CMS accredited (can be obtained while employed at Optivest)
• DOFA record from FSB to be furnished upon first interview date
• Inseta record with additional qualifications relevant to financial services industry (can be obtained while employed at Optivest)

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

POPI Disclaimer

All parties agree that they will comply with POPI regulations and process all the information and/or personal data in respect of the services being rendered in accordance with the said regulation and only for the purpose of providing the Services set out in the agreement to provide services.

It is confirmed that by submitting information to Optivest Health Services Careers Portal, irrespective as to how such information is submitted, you consent to the collection, collation, processing and storing of such information and the use and disclosure of such information in accordance with POPI.

Optivest Health Services Careers, all the parties to this agreement, the service provider’s employees and the client’s employees and any subsequent party/parties to this agreement acknowledge and confirm that;

• One or more of the parties to this agreement, will possess and will continue to possess information that may be classified or maybe deemed as private, confidential or as personal information.
• Such information may also be deemed as or considered as private, confidential or as personal information of any third person who may be directly or indirectly associated with this agreement.
• Further it is acknowledged and agreed by all parties to this agreement, that such private, confidential or as personal information may have value and such information may or may not be in the public domain.

Further it is specifically agreed that Optivest Health Services will use its best endeavours and take all reasonable precautions to ensure that any information provided, is only used for the purposes it has been provided.

To apply, send your CV and supporting documents to vacancies@optivest.co.za.

Please indicate clearly the position you are applying for.