Financial Advisor (Tied Agent, Trainee)

Talking money and risk takes trust; at this medical gap cover broker in Sasolburg you'll build it call by call. This role rewards consistency more than flash.

Home base is a medical gap cover broker on the Sasolburg side of Free State.

• Follow up on quotes sent and chase missing documents.
• Capture new policies on the admin system and check debit order details.
• Visit clients at home or work for field advice appointments.
• Keep your record of advice complete for compliance audits.
• Call warm leads from the dialler and qualify them in the first minute.
• Treat clients fairly under TCF rules and never oversell.

• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• You are comfortable earning a large part of your pay in commission
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one

• Your own car for field appointments
• An existing client book (for field roles)

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