Financial Advisor (Tied Agent, Trainee)

Selling financial products in Centurion means knowing the rules as well as the pitch. People who do well here are steady, honest and not scared to ask when something is unclear.

Home base is a funeral cover call centre on the Centurion side of Gauteng.

• Follow up on quotes sent and chase missing documents.
• 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.
• Explain waiting periods, exclusions and premiums in plain terms.
• Keep your record of advice complete for compliance audits.
• Track daily sales, conversions and lapse rates on the team board.

• You are comfortable earning a large part of your pay in commission
• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• Credits toward a recognised FSCA qualification, or willing to start
• Honest selling, even when the easy sale is the wrong one

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

• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid

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