how2apply

Financial Advisor (Tied Agent, Trainee)

How2Apply Talent Network

Isando, Gauteng

Full-time

Posted 1 hour ago

Full-time Marketing & Sales

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Job Description

This financial advice practice in Isando pays a basic plus commission, and your pipeline sets the ceiling. You'll work with a small crew, so being easy to work with matters as much as skill.

The site is in Isando; early starts mean public transport timing matters, so check your route before applying.

What you'll actually do

Keep your record of advice complete for compliance audits.
Read the FAIS disclosures and record client consent on every call.
Treat clients fairly under TCF rules and never oversell.
Track daily sales, conversions and lapse rates on the team board.
Do a needs analysis and match the client to the right product.
Follow up on quotes sent and chase missing documents.
Visit clients at home or work for field advice appointments.

You'll need

Matric, including Maths or Maths Literacy
RE5 passed, or willing to write it within the first year
Honest selling, even when the easy sale is the wrong one
Credits toward a recognised FSCA qualification, or willing to start

Helpful, not essential

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

On offer

CPD hours logged and funded
RE5 exam fees and study material paid
Monthly sales competitions with cash prizes
Medical aid and group life cover once permanent

How to apply

Read the "What you need" list above. If you tick most of it, go ahead and apply.
Have the following on hand (clear photos on your phone are fine at first): your matric results, certified, your RE5 result letter and FSCA class-of-business proof plus certified copy of your SA ID or work permit.
Fill in the short form below with your name and a phone number you actually answer.
If you're shortlisted you'll hear from us within 9 working days, usually by phone.

How2Apply recruits for this position on behalf of hiring employers around Isando; applications go into our talent pool and shortlisted candidates are introduced directly.

Applying is free. Nobody from How2Apply will ever ask you to pay for anything to get this job.

Before you hit apply

Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.