Financial Advisor (Tied Agent, Trainee)

Selling financial products in Pietermaritzburg means knowing the rules as well as the pitch. It suits someone who likes knowing exactly what a good day's work looks like.

You'll be based at a medical gap cover broker in Pietermaritzburg. Living nearby, or on a taxi route to it, really helps. Shifts rotate, so you'll need to be flexible about days and nights.

• Do a needs analysis and match the client to the right product.
• Save policies when clients call to cancel.
• Call warm leads from the dialler and qualify them in the first minute.
• Treat clients fairly under TCF rules and never oversell.
• Explain waiting periods, exclusions and premiums in plain terms.

• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• You are comfortable earning a large part of your pay in commission

• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.