Financial Advisor (Tied Agent, Trainee) – Fixed-Term

Selling financial products in Midrand means knowing the rules as well as the pitch. This role rewards consistency more than flash.

The work is in Midrand, Gauteng, so you'll need a reliable way to get there every day. There's a probation period of three months before the contract is confirmed.

• Call warm leads from the dialler and qualify them in the first minute.
• Save policies when clients call to cancel.
• Track daily sales, conversions and lapse rates on the team board.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.
• Visit clients at home or work for field advice appointments.

• Six months or more of sales, telesales or call centre work
• FAIS fit and proper: clean credit and criminal record
• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one

• Basic salary plus uncapped commission
• RE5 exam fees and study material paid
• 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.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.