Financial Advisor (Tied Agent, Trainee)

Selling financial products in Polokwane means knowing the rules as well as the pitch. You don't need to be the loudest person in the room, just the one others can count on.

Location: Polokwane, Limpopo. Applicants who already live in the area get looked at first. Weekend work is on a roster, so you won't be on every weekend.

• Treat clients fairly under TCF rules and never oversell.
• 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.
• Read the FAIS disclosures and record client consent on every call.
• Track daily sales, conversions and lapse rates on the team board.

• RE5 passed, or willing to write it within the first year
• 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
• Honest selling, even when the easy sale is the wrong one
• You are comfortable earning a large part of your pay in commission

• CPD hours logged and funded
• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.