Retirement Annuity Sales Consultant

Selling financial products in Midrand means knowing the rules as well as the pitch. Bring a calm head on busy days and you'll be fine.

Home base is a financial advice practice on the Midrand side of Gauteng. The first two weeks are spent shadowing someone experienced.

• Save policies when clients call to cancel.
• Keep your record of advice complete for compliance audits.
• Treat clients fairly under TCF rules and never oversell.
• Call warm leads from the dialler and qualify them in the first minute.
• Follow up on quotes sent and chase missing documents.

• Credits toward a recognised FSCA qualification, or willing to start
• Six months or more of sales, telesales or call centre work
• You are comfortable earning a large part of your pay in commission
• Honest selling, even when the easy sale is the wrong one
• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy

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

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

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