Financial Advisor (Tied Agent, Trainee)

Selling financial products in Randburg means knowing the rules as well as the pitch. It's the kind of job where doing the basics well every day gets you noticed.

Location: Randburg, Gauteng. Applicants who already live in the area get looked at first.

• Call warm leads from the dialler and qualify them in the first minute.
• Explain waiting periods, exclusions and premiums in plain terms.
• Do a needs analysis and match the client to the right product.
• Capture new policies on the admin system and check debit order details.
• Follow up on quotes sent and chase missing documents.
• Track daily sales, conversions and lapse rates on the team board.
• Keep your record of advice complete for compliance audits.

• Matric, including Maths or Maths Literacy
• Credits toward a recognised FSCA qualification, or willing to start
• RE5 passed, or willing to write it within the first year
• Honest selling, even when the easy sale is the wrong one
• FAIS fit and proper: clean credit and criminal record

• An existing client book (for field roles)
• Completed class of business training for short-term or long-term insurance

• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid
• CPD hours logged and funded
• 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.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.