Personal Loans Sales Consultant (Branch)

You'll sell cover that families really use, from a personal loans branch in Pietermaritzburg. People who do well here are steady, honest and not scared to ask when something is unclear.

You'll report in Pietermaritzburg. Relocation is not covered for this one.

• Explain waiting periods, exclusions and premiums in plain terms.
• Read the FAIS disclosures and record client consent on every call.
• Call warm leads from the dialler and qualify them in the first minute.
• Keep your record of advice complete for compliance audits.
• Treat clients fairly under TCF rules and never oversell.
• Do a needs analysis and match the client to the right product.
• Track daily sales, conversions and lapse rates on the team board.

• Matric, including Maths or Maths Literacy
• Credits toward a recognised FSCA qualification, or willing to start
• RE5 passed, or willing to write it within the first year
• Honest selling, even when the easy sale is the wrong one
• Six months or more of sales, telesales or call centre work

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

• Medical aid and group life cover once permanent
• Monthly sales competitions with cash prizes
• 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.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.