Personal Loans Sales Consultant (Branch) – Fixed-Term

Talking money and risk takes trust; at this financial advice practice in Cape Town CBD you'll build it call by call. Expect to be trusted with real work from your first week.

This post is in Cape Town CBD (Western Cape). Please only apply if you can travel there daily. You'll start with a short induction before working on your own.

• Save policies when clients call to cancel.
• Treat clients fairly under TCF rules and never oversell.
• Track daily sales, conversions and lapse rates on the team board.
• Capture new policies on the admin system and check debit order details.
• Keep your record of advice complete for compliance audits.
• Call warm leads from the dialler and qualify them in the first minute.
• Read the FAIS disclosures and record client consent on every call.

• RE5 passed, or willing to write it within the first year
• Credits toward a recognised FSCA qualification, or willing to start
• You are comfortable earning a large part of your pay in commission
• Six months or more of sales, telesales or call centre work
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one

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

• 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.