Financial Advisor (Tied Agent, Trainee)

Selling financial products in Rosslyn means knowing the rules as well as the pitch. Someone who likes a bit of variety, but also likes doing things the right way, will enjoy this.

The work is in Rosslyn, Gauteng, so you'll need a reliable way to get there every day. You'll start with a short induction before working on your own.

• Visit clients at home or work for field advice appointments.
• Save policies when clients call to cancel.
• Call warm leads from the dialler and qualify them in the first minute.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.
• Track daily sales, conversions and lapse rates on the team board.
• Keep your record of advice complete for compliance audits.

• Credits toward a recognised FSCA qualification, or willing to start
• You are comfortable earning a large part of your pay in commission
• Honest selling, even when the easy sale is the wrong one
• Matric, including Maths or Maths Literacy

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

• 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.