how2apply

Financial Advisor (Tied Agent, Trainee)

How2Apply Talent Network

Mossel Bay, Western Cape

Contract

Posted 2 hours ago

Contract Marketing & Sales

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Job Description

This personal loans branch in Mossel Bay pays a basic plus commission, and your pipeline sets the ceiling. It suits someone who likes knowing exactly what a good day's work looks like.

The work is in Mossel Bay, Western Cape, so you'll need a reliable way to get there every day.

What your day looks like

Track daily sales, conversions and lapse rates on the team board.
Explain waiting periods, exclusions and premiums in plain terms.
Capture new policies on the admin system and check debit order details.
Save policies when clients call to cancel.
Treat clients fairly under TCF rules and never oversell.
Visit clients at home or work for field advice appointments.

What you need

FAIS fit and proper: clean credit and criminal record
Matric, including Maths or Maths Literacy
Credits toward a recognised FSCA qualification, or willing to start
RE5 passed, or willing to write it within the first year

Helpful, not essential

An existing client book (for field roles)
A qualification such as a Higher Certificate in Financial Planning
Your own car for field appointments

What's in it for you

Medical aid and group life cover once permanent
Basic salary plus uncapped commission
Monthly sales competitions with cash prizes
CPD hours logged and funded

How to apply

Make sure the role, the hours and working in Mossel Bay really suit you before you apply.
Get these ready, because shortlisted people are asked for them straight away: certified copy of your SA ID or work permit, consent form for credit and criminal checks plus your matric results, certified.
Fill in the short form below with your name and a phone number you actually answer.
If you're shortlisted you'll hear from us within 9 working days, usually by phone.

Your application joins the How2Apply talent pool for this role, and we put shortlisted people forward to employers hiring in and around Mossel Bay.

Applying is free. Nobody from How2Apply will ever ask you to pay for anything to get this job.

Before you hit apply

Show commission history with real figures from payslips; interviewers trust numbers over claims.
If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.