Personal Loans Sales Consultant (Branch)

This financial advice practice in Gqeberha pays a basic plus commission, and your pipeline sets the ceiling. Bring a calm head on busy days and you'll be fine.

You'll be based at a financial advice practice in Gqeberha. Living nearby, or on a taxi route to it, really helps. 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.
• Save policies when clients call to cancel.
• Explain waiting periods, exclusions and premiums in plain terms.
• Track daily sales, conversions and lapse rates on the team board.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.

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

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

• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid
• 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.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.