Personal Loans Sales Consultant (Branch)

Selling financial products in Brits means knowing the rules as well as the pitch. Expect to be trusted with real work from your first week.

This post is in Brits (North West). Please only apply if you can travel there daily.

• 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.
• Follow up on quotes sent and chase missing documents.
• Treat clients fairly under TCF rules and never oversell.
• Explain waiting periods, exclusions and premiums in plain terms.
• Track daily sales, conversions and lapse rates on the team board.
• Keep your record of advice complete for compliance audits.

• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one
• FAIS fit and proper: clean credit and criminal record
• You are comfortable earning a large part of your pay in commission

• CPD hours logged and funded
• RE5 exam fees and study material paid
• Basic salary plus uncapped commission

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.