12 Wellness Advisor jobs in South Africa

Wellness Advisor - Scottsburgh

Scottburgh, KwaZulu Natal Clicks Group Limited

Posted 11 days ago

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Job Description

Job category: Other: FMCG, Retail, Wholesale and Supply Chain

Location: Scottburgh

Contract: Permanent

Remuneration: Market related

EE position: Yes

About our company

Clicks Group

Introduction

To offer exceptional service to all customers by providing knowledgeable service and basic advice on healthcare, nutrition and supplementation in order to maximise sales and build customer loyalty.

Job Objectives:
  • To deliver exceptional customer service through in-store visibility and proactivity to customer needs through knowledge and understanding of health and supplements.
  • To consult with customers and provide suitable advice on healthcare, nutritional and supplement products.
  • To drive healthcare sales in line with targets through promotion of a broad range of brands by cross selling and upselling to increase profitability.
  • To drive stock availability in the healthcare aisles through compliance with stock management principles and procedures in order to drive sales.
  • To prevent wastage in own area by adhering to stock rotation principles.
  • To prevent stock losses by following all risk management policies and principles.
  • To ensure high standards of hygiene and cleanliness within the store in order to create an appealing shopping environment for customers.
  • To implement product merchandising by following the merchandising guidelines and procedures.
  • To adhere to all store standard operating procedures.
  • To ensure continuity of service by focusing on own development and product knowledge and sharing product information with relief staff.
Knowledge:
  • Desirable: Basic health, fitness and supplements product knowledge.
  • Essential: Basic knowledge of retail store operations principles (stock management, merchandising, risk management).
Skills:
  • Essential: Good communication and interaction skills.
  • Customer and service orientation.
  • Basic computer literacy.
  • Relating and Networking.
  • Persuading and Influencing.
  • Delivering Results and Meeting Customer Expectations.
  • Following Instructions and Procedures.
  • Presenting and Communicating Information.
  • Achieving Personal Work Goals and Objectives.
Experience:
  • At least 1 year related experience.
  • Selling skills; customer related training.
  • Experience working with sports nutrition and vitamin related products.
Education:
  • Essential: Matric (Maths 50%/Maths Lit 50%, English 50%).
Contractual Hours:
  • 38 - 40hrs.

Kindly note only applicants who meet the minimum requirements will be contacted.

All positions will be filled in accordance with our Employment Equity plan. We also encourage people with disabilities to apply.

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Health Coach - Talent Pool

Johannesburg, Gauteng Discovery Limited

Posted 5 days ago

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Job Description

Discovery Health

Health Coach – Independent contractor

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Health Transformation (DHT)

DHCT consists of six teams that are supported by dedicated Shared Services, Finances and DHCS Business Support teams. The teams under DHCT are:

  • Executive Wellness
  • Corporate Wellness
  • Health Coaches
  • Southern Rx Pharmacy and Discovery Medical Suppliers
  • Home Care
  • Hospital @ Home
  • Through its teams, DHCT aims to:

  • Provide quality care by bridging the gaps in the current market with high quality services
  • Enhance the member journey through convenience, reduced co-payments and lessening the administrative burden
  • Realise scheme savings by identifying the opportunities to expand through supply chain and capture value through better procurement and eliminating waste
  • Brand differentiation by providing members with innovative services that leverage the latest health technology
  • About Health Coaches

    Health Coaches offers a service to promote sustained lifestyle change and support through behavioural change, emotional support, benefit navigation, goal setting and tracking in order to decrease the cost of health care and improve a member’s quality of life.

    Key purpose

    To effectively coach eligible members in various programs ensuring that:

    • The coaching program outcomes and objectives are achieved.
    • Members achieve sustainable health and lifestyle improvements in addition to their personal key objectives.

    Key outputs

    • Applying various coaching techniques to allocated members to ensure program and personal goals are achieved
    • Building positive relationships to ensure successful outcomes
    • Effective planning and organizing of schedules and sessions to optimize program adherence and completion rates.
    • Assist members with benefit navigation, referrals and activations to optimize benefits available to them under their scheme and non-scheme products.
    • Health and Lifestyle education, tracking and monitoring to achieve sustainable improvements.
    • Educate members on how to manage certain chronic diseases to avoid relapses, hospital admissions and disease progression with the necessary referral to the relevant health care professional and or other therapeutic interventions.
    • Accurate tracking, reporting and capturing of coaching sessions.
    • Meeting set targets: productivity, quality, customer satisfaction scores.
    • Calling eligible members to enroll into the various coaching programmes
    • Keeping up to date with industry updates and developments
    • Applying professional verbal and written communication skills required through all coaching interactions with members.

    Competencies

    • Written Communications: Is able to write clearly and succinctly in a variety of communications settings and styles; can get messages across that have the desired effect.
    • Self-Development: Is personally committed to and actively works on continuously improve him/herself; understands different situations and levels may call for different skills and approaches; works to deploy strengths; works on compensating for weakness and limits
    • Action Oriented: Enjoys working hard; is acti on oriented and full of energy for the things he/she sees as challenging; not fearful of acti ng with a minimum of planning; seizes more opportunities than others
    • Interpersonal Savvy : Relates well to all kinds of people—up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can defuse even high-tension situations comfortably
    • Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect
    • Learning on the fly: Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything
    • Time Management: Uses his/her time effectively and efficiently; values time; concentrates his/her eff orts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities

    Qualifications and Experience

    • Clinical qualification accredited with a health professions body
    • Knowledge of DH and Vitality products, benefits, funding, and policy rules
    • Coaching experience advantageous
    • Excellent communication skills, written and verbal
    • Proficient in MS Excel, Word, PowerPoint

    EMPLOYMENT EQUITY

    The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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    Health Coach - Talent Pool

    Sandton, Gauteng Discovery Limited

    Posted 11 days ago

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    Job Description

    Select how often (in days) to receive an alert:

    Business Unit: Discovery Health

    Function: Clinical

    Date: 28 May 2025

    Discovery

    About Discovery

    Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

    About Discovery Health Transformation (DHT)

    DHCT consists of six teams that are supported by dedicated Shared Services, Finances and DHCS Business Support teams. The teams under DHCT are:

    • Health Coaches
    • Southern Rx Pharmacy and Discovery Medical Suppliers
    • Home Care
    • Hospital @ Home

    Through its teams, DHCT aims to:

    • Provide quality care by bridging the gaps in the current market with high quality services
    • Enhance the member journey through convenience, reduced co-payments and lessening the administrative burden
    • Realise scheme savings by identifying the opportunities to expand through supply chain and capture value through better procurement and eliminating waste
    • Brand differentiation by providing members with innovative services that leverage the latest health technology

    About Health Coaches

    Health Coaches offers a service to promote sustained lifestyle change and support through behavioural change, emotional support, benefit navigation, goal setting and tracking in order to decrease the cost of health care and improve a member’s quality of life.

    Key purpose

    To effectively coach eligible members in various programs ensuring that:

    • The coaching program outcomes and objectives are achieved.
    • Members achieve sustainable health and lifestyle improvements in addition to their personal key objectives.

    Key outputs

    • Applying various coaching techniques to allocated members to ensure program and personal goals are achieved
    • Building positive relationships to ensure successful outcomes
    • Effective planning and organizing of schedules and sessions to optimize program adherence and completion rates.
    • Assist members with benefit navigation, referrals and activations to optimize benefits available to them under their scheme and non-scheme products.
    • Health and Lifestyle education, tracking and monitoring to achieve sustainable improvements.
    • Educate members on how to manage certain chronic diseases to avoid relapses, hospital admissions and disease progression with the necessary referral to the relevant health care professional and or other therapeutic interventions.
    • Accurate tracking, reporting and capturing of coaching sessions.
    • Meeting set targets: productivity, quality, customer satisfaction scores.
    • Calling eligible members to enroll into the various coaching programmes
    • Keeping up to date with industry updates and developments
    • Applying professional verbal and written communication skills required through all coaching interactions with members.
    • Written Communications: Is able to write clearly and succinctly in a variety of communications settings and styles; can get messages across that have the desired effect.
    • Self-Development: Is personally committed to and actively works on continuously improve him/herself; understands different situations and levels may call for different skills and approaches; works to deploy strengths; works on compensating for weakness and limits
    • Action Oriented: Enjoys working hard; is acti on oriented and full of energy for the things he/she sees as challenging; not fearful of acti ng with a minimum of planning; seizes more opportunities than others
    • Interpersonal Savvy : Relates well to all kinds of people—up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can defuse even high-tension situations comfortably
    • Customer Focus: Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect
    • Learning on the fly: Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything
    • Time Management: Uses his/her time effectively and efficiently; values time; concentrates his/her eff orts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities

    Qualifications and Experience

    • Clinical qualification accredited with a health professions body
    • Knowledge of DH and Vitality products, benefits, funding, and policy rules
    • Coaching experience advantageous
    • Excellent communication skills, written and verbal
    • Proficient in MS Excel, Word, PowerPoint
    • registered Dietitian or Biokineticist

    EMPLOYMENT EQUITY

    The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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    Health Coach, South Africa (AU Support)

    black.ai

    Posted 11 days ago

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    Job Description

    workfromhome

    Healthcare is usually slow and boring. We believe in its potential to be exciting and entertaining. But changing the healthcare experience is hard – and we’re gonna need all the help we can get…!

    About Eucalyptus

    Eucalyptus (or 'Euc' for short) is an Australian founded digital healthcare company that is on a mission to solve the world’s biggest healthcare challenges - think fertility, and behavioural change around chronic conditions such as weight loss, diabetes, and mental health.

    What we have achieved so far

    Launched 5 demographically tailored brands and facilitated over 1 million medical consultations worldwide (Juniper , Pilot, Kin , Software , & Compound ).

    Built a team of approaching 500 Eucalypts in 6 countries () consisting of medical practitioners, engineers, operators and many more functions!

    Raised over US$100M funding from the same investors who backed Canva, Uber, and AirBnB.

    In just over 2 years we have grown the Juniper UK brand, which is now our biggest brand globally!

    … and we’re just getting started! Read more about our mission to change healthcare here .

    About you (What you'll be doing)

    Our health coaching team is expanding and we are on the look out for dietitians to help us serve our patients. You will be joining our growing team of Health Coaches in South Africa and will work directly with our team in Australia to serve our patients.

    As you will be supporting our Australian patients alongside our Australian Health Coaches, initially you will be required to work hours allowing crossover with Australian timezones such as starting at 6am local time (with the opportunity for flexibility in the future). As a Dietitian in the team, you will be responsible for helping us shape the clinical guidance and strategy about how to manage diet and nutrition. In short, the role includes:

    • Providing 1:1 and group coaching and advice (with a focus on obesity management)
    • Directing patient queries and feedback to the relevant internal channel
    • Working in a cross functional and multidisciplinary team to triage, respond and escalate communications from patients to relevant teams to minimise patient safety risks
    • Surfacing patient insights to the wider business

    In this role you will work with our clinical team, patient operations team and growth teams to ensure our patients receive a high quality of support and care. This role requires a high level of empathy, the ability to prioritise simultaneous activities and communications with multiple patients while ensuring high attention to detail, and a patient-centric-oriented approach. You will be interacting directly with real people dealing with real health issues and medical diagnoses and must be able to identify, respond to, and escalate interactions and situations appropriately in accordance with guidelines and for exceptions.This role will be important to the continued success of Eucalyptus and will filter important information back through the rest of the team so we can continue to improve the health of our patients.

    About you (Who you are)
    • Dietitian specific: Registered Dietitian (registered with HCPSA: Health Professions Council of SA), 1-3 years of dietitian-led coaching services and completion of relevant ongoing CPD requirements.
    • Naturally empathetic, reliable, caring, with strong problem-solving skills
    • Extremely organised, independent and can work well in a team
    • Excellent communication skills
    • Confident using technology and excited by fast-paced change and creative problem solving
    • Experience with behaviour change techniques aimed at helping patients achieve weight loss goals.
    • Goes without saying - you're obsessive about patient experience and thrive on understanding a patient’s problems and finding the best solution

    Bonus points for

    • Previous experience working in digital health (tele-health)
    • Qualifications in exercise science or experience working with patients improving their physical activity levels
    • Experience working in a very fast paced environment
    So, why join Eucalyptus?
    • We offer a range of benefits and perks for our SA team:
      • Annual Leave - 21 days paid leave per year.
      • Work From Anywhere - At Euc we offer 3 weeks of WFA per year!
      • Remote working - We value flexibility and balance, which is why we are a fully remote team!
      • Monthly Professional Development - Participate in monthly CPD sessions and receive a 6-month AOSIS CPD membership for continuous professional development.
      • Recognition & Reward - Receive a welcome merch pack and enjoy recognition for milestones and special occasions.
      • Apple MacBook - After probation we will send you an apple Macbook to use for work purposes
    • Make real impact, fast - We build in the open together, which helps us learn and iterate more quickly so we can deliver high quality outcomes faster than anyone else. Helping impact patients lives for the better from the moment you join Euc.
    • You’ll be supported to accelerate your career - Regular feedback alongside our bi-annual performance reviews help ensure you have the support you need to level up. We’re committed to helping every Eucalypt reach their full potential.
    • Collaborate & Learn: Work alongside 40 dietitians and other health professionals, to enhance your knowledge and skills as a dietitian and health coach.
    • Team Support & Well-being: We offer a R400 monthly wellness budget to use on what wellness means to you! We also engage in team-building activities like the EUC Strava Challenge and weekly Monday meditation sessions, to support both personal and team mental health.
    • Recognition & Rewards: Receive a welcome merch pack and enjoy recognition for milestones and special occasions.
    • Work-Life Balance: Be part of a team that values both professional growth and personal well-being
    • You’ll work with others who are incredibly passionate about what they do - Our talent bar is high and our work ethic is strong. You’ll get to stretch yourself everyday, be given autonomy to tackle interesting problems, and work amongst people who care deeply about our patients.
    • Want to hear more about what it’s like to work at Eucalyptus? Hear from our team here or check us out on Instagram @euc.alypt.us

    At Eucalyptus, we value individuals from all backgrounds, experiences, and perspectives, and we embrace the unique qualities each person brings. When you apply, please let us know of any reasonable adjustments you may need during the interview process.

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    Financial Wellness Consultant

    Bayport Financial Services

    Posted 3 days ago

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    Job Description

    contract

    To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship.


    EDUCATION

    MINIMUM QUALIFICATIONS

    • Matric and / or equivalent NQF Level 4 qualification

    p>EXPERIENCE AND KNOWLEDGE

    MINIMUM REQUIREMENTS

    • Financial industry knowledge and 2 years working experience

    p>• 3 – 5 years sales experience

    DESIRED REQUIREMENTS

    • Post Matric qualification or equivalent

    p>• Regulatory Examination and FAIS Compliance

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    Financial Wellness Consultant

    Bayport Financial Services

    Posted 3 days ago

    Job Viewed

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    Job Description

    contract

    To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship.


    EDUCATION

    MINIMUM QUALIFICATIONS

    • Matric and / or equivalent NQF Level 4 qualification

    p>EXPERIENCE AND KNOWLEDGE

    MINIMUM REQUIREMENTS

    • Financial industry knowledge and 2 years working experience

    p>• 3 – 5 years sales experience

    DESIRED REQUIREMENTS

    • Post Matric qualification or equivalent

    p>• Regulatory Examination and FAIS Compliance

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    Health & Social Care Level 5 Development Coach

    Noordwes, Western Cape www.findapprenticeship.service.gov.uk - Jobboard

    Posted 5 days ago

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    Job Description

    workfromhome

    Job Advert

    Are you an experienced Registered manager within the Adult Care sector?
    Do you have a passion for teaching, specifically within Apprenticeships?

    Impact Futures and The Childcare Company have an exciting opportunity for a passionate individual to join our Healthcare team as a
    hybrid based Adult Care Development Coach.

    This role is hybrid; a blend between working from home and travelling occasionally to visit learners for progress reviews and
    additional tutoring within and around your given area (The North West).

    Basic salary up to £32k basic plus a generous KPIs based bonus scheme on top, paid quarterly

    The Role

    As a Development Coach, you will be delivering and facilitating teaching, training, coaching and mentoring apprentices. The
    apprenticeship standard you will be delivering is up to Level 5 Leader in Adult Care.

    The role will involve:
    - Lead a caseload of learners and support them to achieve their apprenticeship or qualification, as well as any additional
    requirements such as a Diploma through to Gateway and successful End Point Assessment
    - Regularly assess work and provide constructive feedback including SPAG and update the E- Portfolio system (Aptem)
    - Identify and support learners with additional learning needs and successfully use the neurodiversity platform Cognassist to
    support this
    - Support those learners who require Functional Skills maths and/or English at Level 1 or 2
    - Take responsibility to ensure safeguarding, PREVENT, British Values, Health, Safety and Wellbeing and equality, diversity and
    inclusion are promoted and monitored continually in all areas of the job role

    You’ll be joining a leading national training provider at an exciting time of growth and expansion, working in a fun and
    supportive environment in an organisation with a strong focus on people and culture.

    Expect regular catch-ups and socials with your team, surprises in the post and company-wide social events- we’re a friendly bunch.

    The Benefits
    - Bonus scheme of up to £10k on top of Basic salary
    - 25 days holiday plus public and bank holidays
    - 3 additional days of paid leave for Christmas Shut down
    - Volunteer day
    - Enhanced Sick Pay
    - BUPA Healthcare Cashback plan
    - Enhanced Maternity paid leave
    - Enhanced Paternity paid leave
    - Grandparent paid leave
    - Bereavement paid leave
    - Life Assurance
    - Employee Wellbeing Day
    - Birthday day off
    - 3% pension contribution using pension provider NEST/Salary sacrifice pension scheme
    - Electric Vehicle Scheme
    - Shopping discount & cash back platform
    - Refer a friend bonus
    - Employee Financial Wellbeing support
    - Buy an additional 5 days annual leave
    - TOTUM Pro student discount card
    - Employee Assistance Helpline
    - Company events and social gatherings
    - Appreciation gifts

    About You

    - Hold or be willing to complete Assessor Award CAVA or TAQA Level 3, A1, D32/33 or equivalent
    - Hold or be willing to complete Teaching Qualification, PTLLS or equivalent
    - Recognised Level 5 or above in Adult Health and Social Care
    - Maths & English GCSE graded C and above or

    About Us
    - Impact Futures and The Childcare Company are some of the UK’s largest independently owned training providers, delivering
    apprenticeships and vocational qualifications.
    - Our expertise is underpinned by our Ofsted Grade 2 'Good’ accreditation, and learner-centric delivery is at the heart of our
    continual operational evolution to ensure our learners receive an outstanding learning journey.
    - Impact Futures and The Childcare Company are an Equal Opportunities employer and welcome applications from all suitability
    qualified persons regardless of their race, disability, religion/belief, sexual orientation or age.
    - We are committed to safeguarding and promoting the welfare of children and young people. An enhanced DBS check will be required
    for this role.
    - We have been awarded a prestigious 2-star accreditation for been an outstanding company to work for

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    About the latest Wellness advisor Jobs in South Africa !

    Health Benefit Advisor - Bilingual

    Worcester, Western Cape Edward M. Kennedy Community Health Center, Inc

    Posted 11 days ago

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    Job Description

    Are you looking for a meaningful career? Are you passionate about health equity? Do you enjoy helping people?

    Edward M. Kennedy Community Health Center is one of the largest community health centers in Massachusetts serving Worcester, Framingham, Milford and the surrounding communities. We are a thriving and growing organization, and our team is expanding across sites to support this growth.

    We are currently hiring a Health Benefits Advisor based in Framingham. This position will provide education and enrollment opportunities for patients and community residents who lack access to healthcare and health insurance. This position will work predominantly internally and in the field through collaborations with local community-based organizations throughout Milford, Framingham, Worcester and surrounding towns.

    As an employer of choice, our inclusive workplace environment fosters teamwork, accountability and respect and supports the growth and development of each employee. We are an equal opportunity employer and embrace the richness of the diversity of our staff and community. You are a good fit for our team if you’re passionate about helping people live healthier lives and enjoy working in a supportive, team-based environment.

    Salary for this position: $17.00-$21.00/Hour
    *All Pay Rates are subject to Experience, License or Certification and Location*

    Please note: While this position is based in Framingham, candidates should expect occasional cross-site coverage in Milford, Worcester, or other nearby locations—particularly to support planned time off (vacation) or unplanned staff absences (e.g., sick time). Setting these expectations upfront helps ensure smooth operations and continuity of service across our sites.

    Essential Functions

    • Verify patient identity and demographic information according to Health Center procedures.
    • Provide consent forms and information about Health Center programs, services, patient rights, and hours of operation.
    • Complete Massachusetts state Navigator training within the first three months of employment.
    • Assist patients with applications for MassHealth, ConnectorCare, Qualified Health Plans, Children’s Medical Security Plan, Health Safety Net, and other relevant programs.
    • Educate patients on their health coverage, plan choices, redeterminations, and the importance of maintaining insurance.
    • Submit necessary documentation electronically or by fax in a timely manner and follow up as needed.
    • Provide outreach and enrollment support in collaboration with local organizations and at community events.
    • Maintain readiness for outreach activities, ensuring necessary equipment and materials are available and operational.

    Education and Experience

    • Prior customer service or client-facing experience strongly preferred.
    • Strong communication skills; able to work with individuals of diverse backgrounds and educational levels.
    • Bilingual in English and Spanish or English and Portuguese strongly preferred.
    • Must have a valid driver’s license and dependable vehicle.
    • Our health center requires all employees to have the most recent COVID-19 booster and the yearly flu vaccine.

    Benefits

    • Competitive salary based on related experience
    • Medical insurance starts on first day of employment.
      • Health center pays 80% of medical insurance premiums.
      • Includes coverage for same-sex domestic partnersand gender affirming care.
    • Generous time off packages
    • Dental and Vision insurance
    • 403b Retirement Plan with employer match
    • Flexible Spending Accounts
    • Employee Assistance Program
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    Experienced Health Financial Advisor MMH240920-2

    Centurion, Gauteng Momentum

    Posted 11 days ago

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    Job Description

    Experienced Health Financial Advisor MMH240920-2

    Momentum Centurion, Gauteng, South Africa

    Role Purpose

    The individual will be responsible for acquiring, retaining, and growing a client base market for Momentum Medical Aid and its Complementary products to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability.

    This includes providing clients across different market segments (middle-income, affluent, professional market, and business) with expert advice through sound financial planning. This opportunity is set in a franchise environment, focusing on health solutions.

    In line with our Financial Wellness philosophy, we create unique journeys to success for each of our clients by delivering excellent client experience through continuous engagement on their financial needs, in a tangible and practical way.

    Requirements

    • Matric / equivalent
    • FAIS requirements based on DOFA date
    • FSCA-approved qualification
    • Relevant regulatory examinations (RE5) if you are already working in the financial services industry.
    • 2 years’ experience as a financial advisor
    • Has large and solid business, social and close contact networks.

    Duties and Responsibilities

    • Meeting with clients to determine their financial goals, needs, and risk tolerance.
    • Providing strategic advice on various financial products and services, such as Medical aid, Health insurance, Health Saver, Gap cover Insurance, etc.
    • Preparing and reviewing financial plans and ensuring their accuracy and suitability.
    • Responding to client queries and resolving any issues.
    • Supporting investment professionals and cultivating client relationships.
    • Engage with prospect clients to understand their financial needs.
    • Sell products that align with the clients’ financial requirements.
    • Comply with legislative regulations and adhere to all compliance requirements.

    As an applicant, please verify the legitimacy of this job advert on our company career page.-346021296

    Seniority level
    • Seniority level Mid-Senior level
    Employment type
    • Employment type Full-time
    Job function
    • Job function Finance and Sales

    Referrals increase your chances of interviewing at Momentum by 2x

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    Financial Advisor – Health Products Specialist, Centurion

    Centurion, Gauteng Platinum Talent ZA

    Posted 11 days ago

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    Job Description

    Join to apply for the Financial Advisor – Health Products Specialist, Centurion role at Platinum Talent ZA

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    Financial Advisor – Health Products Specialist

    Platinum Talent is seeking multiple dedicated Financial Advisors specializing in health products for our client with their head office in Centurion, Gauteng.

    In this role, you will acquire, retain, and grow a client base by offering expert financial planning tailored to health-related solutions.

    Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.

    Requirements
    • At least 1 year of experience in the financial services industry.
    • Matric or equivalent qualification.
    • Compliance with FAIS requirements based on the date of first appointment (DOFA):
      • Relevant Class of Business Certificates completed within 1 year of DOFA.
      • RE 5 certification completed within 2 years of DOFA.
      • FSCA-approved qualification obtained within 6 years of DOFA.
    Benefits
    • Initial basic salary
    • Access to quality leads and a well-supported infrastructure.
    • Administrative assistance to ensure focus on client engagement.
    • A lucrative and rewarding remuneration structure.
    • A supportive and dynamic work environment.
    • An opportunity to make a meaningful impact by providing expert financial advice and health solutions.
    Seniority level
    • Entry level
    Employment type
    • Full-time
    Job function
    • Finance and Sales

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