Primary Care Specialist 


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.
  • Give best advice – recommend product that will meet the need of client and protect client against identified risks.
  • Conversion of leads to Primary Care 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)
  • RE5 Qualification desired (can be obtained while employed at Optivest)
  • CMS accredited (can be obtained while employed at Optivest)
  • DOFA record from FSB (can be obtained if not previously registered)
  • 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
  • Primary Care Product experience compulsory
  • 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.


To apply for the below position(s), send your CV to Please indicate clearly for which position you are applying for.


Our Vision

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.


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