Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from an insurance telesales floor in George. This is a good step for someone who wants proper routine and a manager who notices good work.

Home base is an insurance telesales floor on the George side of Western Cape. Shifts rotate, so you'll need to be flexible about days and nights.

• Call warm leads from the dialler and qualify them in the first minute.
• Visit clients at home or work for field advice appointments.
• Treat clients fairly under TCF rules and never oversell.
• Explain waiting periods, exclusions and premiums in plain terms.
• Capture new policies on the admin system and check debit order details.
• Track daily sales, conversions and lapse rates on the team board.

• Honest selling, even when the easy sale is the wrong one
• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record

• An existing client book (for field roles)
• Completed class of business training for short-term or long-term insurance

• Monthly sales competitions with cash prizes
• Medical aid and group life cover once permanent
• Basic salary plus uncapped commission

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.