Personal Loans Sales Consultant (Branch)

You'll sell cover that families really use, from a financial advice practice in Kariega. This is a good step for someone who wants proper routine and a manager who notices good work.

You'll be based at a financial advice practice in Kariega. Living nearby, or on a taxi route to it, really helps.

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

• You are comfortable earning a large part of your pay in commission
• Six months or more of sales, telesales or call centre work
• 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

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

• Basic salary plus uncapped commission
• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid
• CPD hours logged and funded

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.