Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from a personal loans branch in Pietermaritzburg. Someone who likes a bit of variety, but also likes doing things the right way, will enjoy this.

This post is in Pietermaritzburg (KwaZulu-Natal). Please only apply if you can travel there daily.

• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.
• Capture new policies on the admin system and check debit order details.
• 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.

• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one
• Credits toward a recognised FSCA qualification, or willing to start

• A qualification such as a Higher Certificate in Financial Planning
• An existing client book (for field roles)

• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• CPD hours logged and funded
• RE5 exam fees and study material paid

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