how2apply

Retirement Annuity Sales Consultant

How2Apply Talent Network

Johannesburg CBD, Gauteng

Full-time

Posted 1 hour ago

Full-time Marketing & Sales

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Job Description

Selling financial products in Johannesburg CBD 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.

You'll be based at a financial advice practice in Johannesburg CBD. Living nearby, or on a taxi route to it, really helps. Start is planned for the beginning of next month.

The work, day to day

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.
Save policies when clients call to cancel.
Follow up on quotes sent and chase missing documents.
Call warm leads from the dialler and qualify them in the first minute.

Must-haves

You are comfortable earning a large part of your pay in commission
RE5 passed, or willing to write it within the first year
FAIS fit and proper: clean credit and criminal record
Matric, including Maths or Maths Literacy
Honest selling, even when the easy sale is the wrong one

Extra points for

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

On offer

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

Applying, step by step

Make sure the role, the hours and working in Johannesburg CBD really suit you before you apply.
Get these ready, because shortlisted people are asked for them straight away: your RE5 result letter and FSCA class-of-business proof plus certified copy of your SA ID or work permit.
Fill in the short form below with your name and a phone number you actually answer.
Watch for a call or WhatsApp from How2Apply over the next 5 working days.

How2Apply recruits for this position on behalf of hiring employers around Johannesburg CBD; applications go into our talent pool and shortlisted candidates are introduced directly.

How2Apply never charges you to apply, for training, for uniforms or for a "placement fee". If anyone asks you for money, it is a scam.

Before you hit apply

Show commission history with real figures from payslips; interviewers trust numbers over claims.
Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.