Financial Advisor (Tied Agent, Trainee)

Selling financial products in Bloemfontein means knowing the rules as well as the pitch. This is a good step for someone who wants proper routine and a manager who notices good work.

The work is in Bloemfontein, Free State, so you'll need a reliable way to get there every day.

• Save policies when clients call to cancel.
• Call warm leads from the dialler and qualify them in the first minute.
• Read the FAIS disclosures and record client consent on every call.
• Follow up on quotes sent and chase missing documents.
• Visit clients at home or work for field advice appointments.

• RE5 passed, or willing to write it within the first year
• Six months or more of sales, telesales or call centre work
• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• Credits toward a recognised FSCA qualification, or willing to start

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

• Monthly sales competitions with cash prizes
• CPD hours logged and funded
• Basic salary plus uncapped commission

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.