Personal Loans Sales Consultant (Branch)

Selling financial products in Randburg means knowing the rules as well as the pitch. Good for someone who wants to build a solid track record they can put on their CV.

The work is in Randburg, Gauteng, so you'll need a reliable way to get there every day.

• Keep your record of advice complete for compliance audits.
• Explain waiting periods, exclusions and premiums in plain terms.
• Capture new policies on the admin system and check debit order details.
• Track daily sales, conversions and lapse rates on the team board.
• Follow up on quotes sent and chase missing documents.
• Save policies when clients call to cancel.

• 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
• RE5 passed, or willing to write it within the first year
• Six months or more of sales, telesales or call centre work

• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance

• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid
• Basic salary plus uncapped commission

• 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.