Financial Advisor (Tied Agent, Trainee) – Immediate Start

You'll sell cover that families really use, from a financial advice practice in Pietermaritzburg. You don't need to be the loudest person in the room, just the one others can count on.

The work is in Pietermaritzburg, KwaZulu-Natal, so you'll need a reliable way to get there every day.

• Visit clients at home or work for field advice appointments.
• Read the FAIS disclosures and record client consent on every call.
• Keep your record of advice complete for compliance audits.
• Do a needs analysis and match the client to the right product.
• Call warm leads from the dialler and qualify them in the first minute.
• Capture new policies on the admin system and check debit order details.

• You are comfortable earning a large part of your pay in commission
• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy
• Six months or more of sales, telesales or call centre work

• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance

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

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.