Financial Advisor (Tied Agent, Trainee) – Experienced

Selling financial products in Kariega means knowing the rules as well as the pitch. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

This post is Kariega-based, with most of your time spent at a financial advice practice. Weekend work is on a roster, so you won't be on every weekend.

• Explain waiting periods, exclusions and premiums in plain terms.
• Track daily sales, conversions and lapse rates on the team board.
• Do a needs analysis and match the client to the right product.
• Capture new policies on the admin system and check debit order details.
• Treat clients fairly under TCF rules and never oversell.
• Call warm leads from the dialler and qualify them in the first minute.
• 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
• Six months or more of sales, telesales or call centre work
• Credits toward a recognised FSCA qualification, or willing to start
• Honest selling, even when the easy sale is the wrong one
• Matric, including Maths or Maths Literacy

• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance

• Medical aid and group life cover once permanent
• CPD hours logged and funded
• RE5 exam fees and study material paid
• 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.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.