Personal Loans Sales Consultant (Branch)

Selling financial products in Cape Town CBD means knowing the rules as well as the pitch. You don't need to be the loudest person in the room, just the one others can count on.

This post is Cape Town CBD-based, with most of your time spent at a financial advice practice. You'll start with a short induction before working on your own.

• Call warm leads from the dialler and qualify them in the first minute.
• Visit clients at home or work for field advice appointments.
• Keep your record of advice complete for compliance audits.
• Treat clients fairly under TCF rules and never oversell.
• Follow up on quotes sent and chase missing documents.

• FAIS fit and proper: clean credit and criminal record
• 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
• Honest selling, even when the easy sale is the wrong one

• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• Medical aid and group life cover once permanent

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.