Financial Advisor (Tied Agent, Trainee)

Talking money and risk takes trust; at this funeral cover call centre in Brackenfell you'll build it call by call. It suits someone who likes knowing exactly what a good day's work looks like.

You'll report in Brackenfell. Relocation is not covered for this one. Hours are mostly Monday to Friday, with the odd Saturday in busy months.

• Save policies when clients call to cancel.
• Do a needs analysis and match the client to the right product.
• Capture new policies on the admin system and check debit order details.
• Call warm leads from the dialler and qualify them in the first minute.
• Explain waiting periods, exclusions and premiums in plain terms.

• Honest selling, even when the easy sale is the wrong one
• You are comfortable earning a large part of your pay in commission
• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record

• An existing client book (for field roles)
• A qualification such as a Higher Certificate in Financial Planning
• Your own car for field appointments

• Basic salary plus uncapped commission
• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.