Financial Advisor (Tied Agent, Trainee)

You'll sell cover that families really use, from a medical gap cover broker in Soweto. It's the kind of job where doing the basics well every day gets you noticed.

Location: Soweto, 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.
• Track daily sales, conversions and lapse rates on the team board.
• Explain waiting periods, exclusions and premiums in plain terms.
• Visit clients at home or work for field advice appointments.
• Capture new policies on the admin system and check debit order details.
• Treat clients fairly under TCF rules and never oversell.
• Save policies when clients call to cancel.

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

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

• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission
• CPD hours logged and funded

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.