Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from a medical gap cover broker in Komani. Expect to be trusted with real work from your first week.

Location: Komani, Eastern Cape. Applicants who already live in the area get looked at first.

• Do a needs analysis and match the client to the right product.
• Visit clients at home or work for field advice appointments.
• Capture new policies on the admin system and check debit order details.
• Keep your record of advice complete for compliance audits.
• Explain waiting periods, exclusions and premiums in plain terms.
• Follow up on quotes sent and chase missing documents.
• Treat clients fairly under TCF rules and never oversell.

• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one
• You are comfortable earning a large part of your pay in commission
• RE5 passed, or willing to write it within the first year

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

• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission
• RE5 exam fees and study material paid
• Medical aid and group life cover once permanent

• 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.