Careers 

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

Job Location: Durbanville, Cape Town

Experience and Fit

At Optivest Health Services, we understand that qualifications encompass both professional experience and they encompass 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 but also share our commitment to enabling all South Africans to access and retain appropriate medical cover while saving them money.

Qualifications/Experience:

• Candidates should have relevant experience in sales, customer service, or the medical aids 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 aids products and regulations is advantageous, helping ensure compliance and informed service.

Fit:

• We value diverse perspectives and believe that a variety of experiences enriches our team dynamics. We encourage applicants from all backgrounds to apply.
• Successful candidates will demonstrate strong interpersonal skills, a collaborative approach, and a dedication to fostering an inclusive environment.
• A passion for assisting clients and a commitment to our values of respect, integrity and transparency in all dealings are essential qualities we look for in potential team members

Our mission drives us to provide appropriate health solutions, educate clients, and add real value to strategic partnerships. We are committed to disrupting the archaic health market with valuable solutions while investing in those who invest in us.

At Optivest Health Services, we are committed to creating a diverse and inclusive work environment. We reserve the right to decide whom we invite for an interview and/or appoint the candidate we deem most suitable for the position, based on qualifications, appropriate previous experience and fit within our team. Our aim is to build a workforce that represents a broad spectrum of individuals and perspectives, fostering an environment where everyone feels respected and empowered.

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 FSCA 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

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

Please indicate clearly the position you are applying for.