how2apply

Retirement Annuity Sales Consultant

How2Apply Talent Network

Richards Bay, KwaZulu-Natal

Full-time

Posted 1 day ago

Full-time Marketing & Sales

Apply for this job

Job Description

Selling financial products in Richards Bay means knowing the rules as well as the pitch. If you like clear targets and knowing where you stand, this is for you.

This post is in Richards Bay (KwaZulu-Natal). Please only apply if you can travel there daily.

What you'll actually do

Keep your record of advice complete for compliance audits.
Explain waiting periods, exclusions and premiums in plain terms.
Track daily sales, conversions and lapse rates on the team board.
Follow up on quotes sent and chase missing documents.
Do a needs analysis and match the client to the right product.
Treat clients fairly under TCF rules and never oversell.

Must-haves

Credits toward a recognised FSCA qualification, or willing to start
Matric, including Maths or Maths Literacy
Honest selling, even when the easy sale is the wrong one
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

Extra points for

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

On offer

RE5 exam fees and study material paid
Basic salary plus uncapped commission
CPD hours logged and funded

Applying, step by step

Make sure the role, the hours and working in Richards Bay really suit you before you apply.
Get these ready, because shortlisted people are asked for them straight away: certified copy of your SA ID or work permit plus your RE5 result letter and FSCA class-of-business proof.
Use the form on this page. It takes about two minutes and you don't need to upload anything yet.
Watch for a call or WhatsApp from How2Apply over the next 9 working days.

How2Apply recruits for this position on behalf of hiring employers around Richards Bay; 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.

How to stand out

Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
Show commission history with real figures from payslips; interviewers trust numbers over claims.