Personal Loans Sales Consultant (Branch)

Selling financial products in Montague Gardens means knowing the rules as well as the pitch. It's a practical job: you'll see what you got done before you go home.

The site is in Montague Gardens; early starts mean public transport timing matters, so check your route before applying. Hours are mostly Monday to Friday, with the odd Saturday in busy months.

• Explain waiting periods, exclusions and premiums in plain terms.
• Do a needs analysis and match the client to the right product.
• Treat clients fairly under TCF rules and never oversell.
• Track daily sales, conversions and lapse rates on the team board.
• Call warm leads from the dialler and qualify them in the first minute.
• Capture new policies on the admin system and check debit order details.

• Credits toward a recognised FSCA qualification, or willing to start
• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy

• CPD hours logged and funded
• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid

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