Our client, a prominent provider of innovative and flexible solutions centered around health, wellness, and financial security, is seeking medical aid broker sales consultant to join their team.

 

The Sales Consultant will act as a reliable point of contact for clients, providing assistance and support with their medical aid and health-related products. They will offer expert advice and guidance on securing alternative medical aid coverage, navigating the option change period, and conducting interim upgrade investigations.

 

Matric 

CMS accreditation (advantageous) 

Minimum 2 years experience in medical aid industry essential 

Experience in a call center or client service environment 

RE5 and/or Wealth Management qualification NQF level 5 (advantageous) 

Good negotiation skills and effective in dealing with customers and 

Proficiency in Excel and CRM programs 

 

Provide exceptional service delivery and maintain consistent communication with clients via telephone and email.

Collaborate with medical aid providers to oversee and resolve clients' application processes and option change requests.

Coordinate effectively to ensure the timely processing of new sales.

Qualify and manage leads by engaging with clients and assessing their individual needs.

Prepare comparative medical aid quotations based on thorough Needs Analysis assessments.

Offer tailored recommendations and guidance to clients on the most suitable options for their needs.

Conduct investigations into Late Joiner Penalties to ensure accurate client information.

Provide ongoing support in managing clients' health portfolios, ensuring comprehensive coverage from a holistic health perspective.

Identify clients' needs for additional products, to generate referrals and cross-selling opportunities.

Advise and guide clients, both existing and new, on potential option changes to optimize their coverage.

Ensure the timely execution of all required processes for efficient lead handling.

Maintain adherence to all compliance standards and FAIS requirements.

Conduct follow-up calls with clients as needed to address concerns and provide additional assistance.

Assist with any other duties related to client health portfolio management and service delivery.

 

Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.

 

IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.

 

Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.

Job specifics: Requirements mirror advertisement, duties may adjust for client needs.

Fair process: Fair assessment, only shortlisted candidates contacted due to volume.

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Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.

Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.

No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.

Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment.