Financial Advisor (Tied Agent, Trainee)

Selling financial products in Bellville means knowing the rules as well as the pitch. This role rewards consistency more than flash.

The work is in Bellville, Western Cape, so you'll need a reliable way to get there every day. You'll start with a short induction before working on your own.

• Explain waiting periods, exclusions and premiums in plain terms.
• Read the FAIS disclosures and record client consent on every call.
• Do a needs analysis and match the client to the right product.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.

• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• Honest selling, even when the easy sale is the wrong one

• An existing client book (for field roles)
• Completed class of business training for short-term or long-term insurance

• RE5 exam fees and study material paid
• Medical aid and group life cover once permanent
• Monthly sales competitions with cash prizes
• CPD hours logged and funded

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.