Financial Advisor (Tied Agent, Trainee)

This funeral cover call centre in Kariega pays a basic plus commission, and your pipeline sets the ceiling. If you turn up on time and finish what you start, you'll fit in quickly.

The work is in Kariega, Eastern Cape, so you'll need a reliable way to get there every day.

• Treat clients fairly under TCF rules and never oversell.
• Do a needs analysis and match the client to the right product.
• Keep your record of advice complete for compliance audits.
• Track daily sales, conversions and lapse rates on the team board.
• Follow up on quotes sent and chase missing documents.
• Explain waiting periods, exclusions and premiums in plain terms.
• Save policies when clients call to cancel.

• You are comfortable earning a large part of your pay in commission
• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• Six months or more of sales, telesales or call centre work

• CPD hours logged and funded
• RE5 exam fees and study material paid
• 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.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.