Financial Advisor (Tied Agent, Trainee)

Talking money and risk takes trust; at this financial advice practice in Durban Central you'll build it call by call. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

Home base is a financial advice practice on the Durban Central side of KwaZulu-Natal.

• Explain waiting periods, exclusions and premiums in plain terms.
• Save policies when clients call to cancel.
• Visit clients at home or work for field advice appointments.
• Read the FAIS disclosures and record client consent on every call.
• Follow up on quotes sent and chase missing documents.

• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record

• Completed class of business training for short-term or long-term insurance
• Your own car for field appointments

• Medical aid and group life cover once permanent
• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.