Financial Advisor (Tied Agent, Trainee) – Fixed-Term

You'll sell cover that families really use, from a medical gap cover broker in Umlazi. If you like clear targets and knowing where you stand, this is for you.

The work is in Umlazi, KwaZulu-Natal, so you'll need a reliable way to get there every day. Hours are mostly Monday to Friday, with the odd Saturday in busy months.

• Do a needs analysis and match the client to the right product.
• Visit clients at home or work for field advice appointments.
• Explain waiting periods, exclusions and premiums in plain terms.
• Follow up on quotes sent and chase missing documents.
• Track daily sales, conversions and lapse rates on the team board.
• Capture new policies on the admin system and check debit order details.

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

• Completed class of business training for short-term or long-term insurance
• An existing client book (for field roles)

• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission
• RE5 exam fees and study material paid

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