Financial Advisor (Tied Agent, Trainee) – Entry Level

Talking money and risk takes trust; at this funeral cover call centre in Middelburg (MP) you'll build it call by call. It's the kind of job where doing the basics well every day gets you noticed.

This post is in Middelburg (MP) (Mpumalanga). Please only apply if you can travel there daily. Most weeks are 45 hours, in line with the BCEA.

• Track daily sales, conversions and lapse rates on the team board.
• Capture new policies on the admin system and check debit order details.
• Treat clients fairly under TCF rules and never oversell.
• Read the FAIS disclosures and record client consent on every call.
• Follow up on quotes sent and chase missing documents.
• Save policies when clients call to cancel.
• Keep your record of advice complete for compliance audits.

• Honest selling, even when the easy sale is the wrong one
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record
• RE5 passed, or willing to write it within the first year

• Your own car for field appointments
• Completed class of business training for short-term or long-term insurance

• Medical aid and group life cover once permanent
• Monthly sales competitions with cash prizes
• CPD hours logged and funded

• 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.