how2apply

Financial Advisor (Tied Agent, Trainee)

How2Apply Talent Network

Cape Town CBD, Western Cape

Full-time

Posted 2 hours ago

Full-time Marketing & Sales

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Job Description

This funeral cover call centre in Cape Town CBD pays a basic plus commission, and your pipeline sets the ceiling. You don't need to be the loudest person in the room, just the one others can count on.

You'll report in Cape Town CBD. Relocation is not covered for this one.

What your day looks like

Follow up on quotes sent and chase missing documents.
Treat clients fairly under TCF rules and never oversell.
Read the FAIS disclosures and record client consent on every call.
Capture new policies on the admin system and check debit order details.
Explain waiting periods, exclusions and premiums in plain terms.
Visit clients at home or work for field advice appointments.
Do a needs analysis and match the client to the right product.

Must-haves

Six months or more of sales, telesales or call centre work
You are comfortable earning a large part of your pay in commission
Matric, including Maths or Maths Literacy
Credits toward a recognised FSCA qualification, or willing to start
FAIS fit and proper: clean credit and criminal record

What's in it for you

Basic salary plus uncapped commission
Medical aid and group life cover once permanent
CPD hours logged and funded
Monthly sales competitions with cash prizes

How to apply

Check you meet the must-haves first; recruiters filter on those before anything else.
Have the following on hand (clear photos on your phone are fine at first): your matric results, certified plus certified copy of your SA ID or work permit.
Fill in the short form below with your name and a phone number you actually answer.
Keep your phone on. Shortlisted applicants are contacted by call, SMS or WhatsApp within 6 working days.

Your application joins the How2Apply talent pool for this role, and we put shortlisted people forward to employers hiring in and around Cape Town CBD.

How2Apply never charges you to apply, for training, for uniforms or for a "placement fee". If anyone asks you for money, it is a scam.

Before you hit apply

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