Retirement Annuity Sales Consultant

This personal loans branch in Bethlehem pays a basic plus commission, and your pipeline sets the ceiling. If you like clear targets and knowing where you stand, this is for you.

Location: Bethlehem, Free State. Applicants who already live in the area get looked at first. Start date: as soon as possible for the right person.

• Track daily sales, conversions and lapse rates on the team board.
• Do a needs analysis and match the client to the right product.
• 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.
• Keep your record of advice complete for compliance audits.

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

• Medical aid and group life cover once permanent
• CPD hours logged and funded
• RE5 exam fees and study material paid
• Monthly sales competitions with cash prizes

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.