Financial Advisor (Tied Agent, Trainee)

This financial advice practice in Umhlanga pays a basic plus commission, and your pipeline sets the ceiling. It's a practical job: you'll see what you got done before you go home.

This post is in Umhlanga (KwaZulu-Natal). Please only apply if you can travel there daily. Weekend work is on a roster, so you won't be on every weekend.

• 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.
• Save policies when clients call to cancel.
• Track daily sales, conversions and lapse rates on the team board.
• Do a needs analysis and match the client to the right product.

• Credits toward a recognised FSCA qualification, or willing to start
• RE5 passed, or willing to write it within the first year
• You are comfortable earning a large part of your pay in commission
• Six months or more of sales, telesales or call centre work
• Matric, including Maths or Maths Literacy
• FAIS fit and proper: clean credit and criminal record

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

• Basic salary plus uncapped commission
• CPD hours logged and funded
• Medical aid and group life cover once permanent

• 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.