Retirement Annuity Sales Consultant

Selling financial products in Khayelitsha means knowing the rules as well as the pitch. It suits someone who likes knowing exactly what a good day's work looks like.

The work is in Khayelitsha, Western Cape, so you'll need a reliable way to get there every day.

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

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

• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• Medical aid and group life cover once permanent

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.