Financial Advisor (Tied Agent, Trainee) – Immediate Start

Talking money and risk takes trust; at this funeral cover call centre in Epping you'll build it call by call. Good for someone who wants to build a solid track record they can put on their CV.

The work is in Epping, Western Cape, so you'll need a reliable way to get there every day. Most weeks are 45 hours, in line with the BCEA.

• Do a needs analysis and match the client to the right product.
• Treat clients fairly under TCF rules and never oversell.
• Keep your record of advice complete for compliance audits.
• 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.

• 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
• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record

• Your own car for field appointments
• An existing client book (for field roles)

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

• 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.