Financial Advisor (Tied Agent, Trainee) – Entry Level

This personal loans branch in Richards Bay pays a basic plus commission, and your pipeline sets the ceiling. If you turn up on time and finish what you start, you'll fit in quickly.

You'll report in Richards Bay. Relocation is not covered for this one. Overtime comes up in peak season and is paid.

• Follow up on quotes sent and chase missing documents.
• Call warm leads from the dialler and qualify them in the first minute.
• Keep your record of advice complete for compliance audits.
• Track daily sales, conversions and lapse rates on the team board.
• Save policies when clients call to cancel.
• Read the FAIS disclosures and record client consent on every call.
• Capture new policies on the admin system and check debit order details.

• 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
• Six months or more of sales, telesales or call centre work

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

• 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.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.