how2apply

Financial Advisor (Tied Agent, Trainee)

How2Apply Talent Network

Potchefstroom, North West

Full-time

Posted 2 hours ago

Full-time Marketing & Sales

R12 250 – R18 500/month

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Job Description

Selling financial products in Potchefstroom means knowing the rules as well as the pitch. You'll work with a small crew, so being easy to work with matters as much as skill.

This post is in Potchefstroom (North West). Please only apply if you can travel there daily.

What you'll actually do

Call warm leads from the dialler and qualify them in the first minute.
Keep your record of advice complete for compliance audits.
Treat clients fairly under TCF rules and never oversell.
Track daily sales, conversions and lapse rates on the team board.
Capture new policies on the admin system and check debit order details.

Must-haves

Six months or more of sales, telesales or call centre work
RE5 passed, or willing to write it within the first year
Honest selling, even when the easy sale is the wrong one
Matric, including Maths or Maths Literacy
FAIS fit and proper: clean credit and criminal record

What you get

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

Applying, step by step

Read the "What you need" list above. If you tick most of it, go ahead and apply.
Have the following on hand (clear photos on your phone are fine at first): consent form for credit and criminal checks plus certified copy of your SA ID or work permit.
Send your details with the form below. Add one or two lines about similar work you've done.
If you're shortlisted you'll hear from us within 10 working days, usually by phone.

Your application joins the How2Apply talent pool for this role, and we put shortlisted people forward to employers hiring in and around Potchefstroom.

How2Apply never charges you to apply, for training, for uniforms or for a "placement fee". If anyone asks you for money, it is a scam.

Before you hit apply

Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.