Health Consultant (Sales) at
Optivest Health Services
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)
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.