Personal Loans Sales Consultant (Branch)

Selling financial products in Stellenbosch means knowing the rules as well as the pitch. 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 Stellenbosch. Living nearby, or on a taxi route to it, really helps.

• Keep your record of advice complete for compliance audits.
• Follow up on quotes sent and chase missing documents.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.
• Call warm leads from the dialler and qualify them in the first minute.
• Do a needs analysis and match the client to the right product.

• Credits toward a recognised FSCA qualification, or willing to start
• RE5 passed, or willing to write it within the first year
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one

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

• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission
• RE5 exam fees and study material paid
• Medical aid and group life cover once permanent

• 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.