Financial Advisor (Tied Agent, Trainee)

Selling financial products in Newcastle means knowing the rules as well as the pitch. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

You'll report in Newcastle. Relocation is not covered for this one.

• Call warm leads from the dialler and qualify them in the first minute.
• Explain waiting periods, exclusions and premiums in plain terms.
• Do a needs analysis and match the client to the right product.
• Follow up on quotes sent and chase missing documents.
• Visit clients at home or work for field advice appointments.
• Keep your record of advice complete for compliance audits.

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

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

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.