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.

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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