Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from an insurance telesales floor in Khayelitsha. If you turn up on time and finish what you start, you'll fit in quickly.

This post is in Khayelitsha (Western Cape). Please only apply if you can travel there daily.

• Capture new policies on the admin system and check debit order details.
• Save policies when clients call to cancel.
• Keep your record of advice complete for compliance audits.
• Call warm leads from the dialler and qualify them in the first minute.
• Do a needs analysis and match the client to the right product.
• Visit clients at home or work for field advice appointments.

• Honest selling, even when the easy sale is the wrong one
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record
• Six months or more of sales, telesales or call centre work

• A qualification such as a Higher Certificate in Financial Planning
• Your own car for field appointments

• Medical aid and group life cover once permanent
• CPD hours logged and funded
• 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.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.