Personal Loans Sales Consultant (Branch)

This financial advice practice in Midrand pays a basic plus commission, and your pipeline sets the ceiling. It's the kind of job where doing the basics well every day gets you noticed.

This post is Midrand-based, with most of your time spent at a financial advice practice.

• 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.
• Keep your record of advice complete for compliance audits.
• Call warm leads from the dialler and qualify them in the first minute.
• Visit clients at home or work for field advice appointments.
• Save policies when clients call to cancel.

• You are comfortable earning a large part of your pay in commission
• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• Six months or more of sales, telesales or call centre work

• A qualification such as a Higher Certificate in Financial Planning
• An existing client book (for field roles)
• Completed class of business training for short-term or long-term insurance

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.