Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from a financial advice practice in Somerset West. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

The site is in Somerset West; early starts mean public transport timing matters, so check your route before applying.

• Explain waiting periods, exclusions and premiums in plain terms.
• Do a needs analysis and match the client to the right product.
• Keep your record of advice complete for compliance audits.
• Save policies when clients call to cancel.
• Visit clients at home or work for field advice appointments.

• Honest selling, even when the easy sale is the wrong one
• Six months or more of sales, telesales or call centre work
• FAIS fit and proper: clean credit and criminal record
• Credits toward a recognised FSCA qualification, or willing to start

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

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

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.