Client Relationship Builder (Financial Advisor – Health) (Remote position)
O'Brien Recruitment
- R8,000 - R12,000 per month
- Permanent Intermediate position
-
Cape Town
- Posted 06 Oct 2025 by O'Brien Recruitment
- Expires in 34 days
-
Job 2624049
About the position
Are you passionate about helping people achieve financial security through better health solutions?
We’re looking for driven, ambitious and client-focused individuals to join a dynamic financial advisory team specialising in health-related products.
This is an exciting opportunity to build your own portfolio, create wealth, and establish a rewarding career within the financial services industry. Both junior and senior applicants are welcome.
Please forward your CV to [Email Address Removed]
Key Responsibilities
- Consult telephonically with clients to understand their financial goals, needs, and capabilities.
- Provide strategic advice on a variety of health-related products, including Medical Aid, Health Insurance, and GAP Cover.
- Proactively engage with new and existing clients to identify opportunities and recommend suitable solutions.
- Respond promptly to client queries and resolve issues efficiently to ensure superior service delivery.
- Drive sales performance by achieving set targets and building a sustainable client base.
- Maintain full compliance with FAIS, FSCA, and other relevant regulatory requirements.
Qualifications & Requirements
- Matric / equivalent qualification essential.
- FAIS-compliant based on your Date of First Appointment (DOFA).
- FSCA-approved qualification (as per the FSCA’s list of recognised qualifications).
- Valid RE5 certificate.
- Must already meet the above qualifications OR have completed RE5 and be actively pursuing an FSCA-approved qualification (within the 6-year allowance from DOFA).
What They’re Looking For
- Entrepreneurial mindset – you’re self-driven, ambitious and ready to build your own client book.
- Sales and relationship-focused – confident in presenting and closing solutions that truly add value.
- Resilient and goal-oriented – motivated by performance-based success.
- Professional communicator – able to engage with clients from all walks of life and build long-term trust.
Desired Skills:
O'Brien Recruitment
About the agency
O’Brien Recruitment – what is our story and who are we?
O’Brien Recruitment has assisted in connecting the right candidates with the right clients since 1997. We love what we do and we are “POWERED BY PEOPLE” – making a difference in our candidates lives and watching their careers grow and develop is the reason we are in business!
Our Permanent, Temporary and Contract Recruitment Solutions unite talent with top employers across a vast range of industries, from FMCG; Financial Services; Call Centre; Retail to Publishing; Manufacturing; Legal and Hospitality. When you deal with O’Brien Recruitment you are dealing with a team of twenty professionals who are highly capable, knowledgeable and passionate about recruitment.
We pride ourselves on the ability to give our clients and candidates a competitive edge!
We payroll over 400 temps/contractors, and on an annual basis, we place over 350 talented individuals in permanent roles in a large variety of Job Functions from A – Z!
These include: Accountants, Bookkeepers; Call Centre Agents; Debtors Clerks; Engineers; Financial Managers; Graphic Designer; Human Resources; IT Specialists; Journalists; Key Accounts Managers; Legal; Mechanical Fitters; Network Engineers; Office support staff; Portfolio/Project Administrators; Quality Assurance Managers; Receptionists; Sales Executives; Tax Consultants; Unit Trust Administrators; Villa Managers; Welders; X-Ray Testers; Yard Foremen; Zoologists.
Whether you’re progressing to the next step up the career ladder, or building a bespoke recruitment strategy to meet your wider business goals, we help professionals make valuable connections that are crucial to success.
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