Financial Advisor (Tied Agent, Trainee)

This funeral cover call centre in Fourways pays a basic plus commission, and your pipeline sets the ceiling. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

The site is in Fourways; early starts mean public transport timing matters, so check your route before applying. The first two weeks are spent shadowing someone experienced.

• Do a needs analysis and match the client to the right product.
• Read the FAIS disclosures and record client consent on every call.
• Track daily sales, conversions and lapse rates on the team board.
• Call warm leads from the dialler and qualify them in the first minute.
• Treat clients fairly under TCF rules and never oversell.
• Follow up on quotes sent and chase missing documents.
• Visit clients at home or work for field advice appointments.

• RE5 passed, or willing to write it within the first year
• Six months or more of sales, telesales or call centre work
• Honest selling, even when the easy sale is the wrong one
• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy
• FAIS fit and proper: clean credit and criminal record

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

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.