Financial Advisor (Tied Agent, Trainee)

This funeral cover call centre in Randburg pays a basic plus commission, and your pipeline sets the ceiling. It suits someone who likes knowing exactly what a good day's work looks like.

The work is in Randburg, Gauteng, so you'll need a reliable way to get there every day. Start is planned for the beginning of next month.

• Track daily sales, conversions and lapse rates on the team board.
• Explain waiting periods, exclusions and premiums in plain terms.
• Treat clients fairly under TCF rules and never oversell.
• Call warm leads from the dialler and qualify them in the first minute.
• Read the FAIS disclosures and record client consent on every call.
• Keep your record of advice complete for compliance audits.

• 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
• Credits toward a recognised FSCA qualification, or willing to start

• Your own car for field appointments
• A qualification such as a Higher Certificate in Financial Planning

• RE5 exam fees and study material paid
• Medical aid and group life cover once permanent
• 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.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.