Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from a financial advice practice in Pretoria West. Good for someone who wants to build a solid track record they can put on their CV.

You'll report in Pretoria West. Relocation is not covered for this one.

• Explain waiting periods, exclusions and premiums in plain terms.
• Treat clients fairly under TCF rules and never oversell.
• Do a needs analysis and match the client to the right product.
• Save policies when clients call to cancel.
• Read the FAIS disclosures and record client consent on every call.

• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one
• FAIS fit and proper: clean credit and criminal record
• You are comfortable earning a large part of your pay in commission

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

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

• 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.