Retirement Annuity Sales Consultant

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

You'll report in Somerset West. Relocation is not covered for this one. Start date: as soon as possible for the right person.

• Visit clients at home or work for field advice appointments.
• Treat clients fairly under TCF rules and never oversell.
• Read the FAIS disclosures and record client consent on every call.
• Do a needs analysis and match the client to the right product.
• Save policies when clients call to cancel.
• Explain waiting periods, exclusions and premiums in plain terms.
• Capture new policies on the admin system and check debit order details.

• Six months or more of sales, telesales or call centre work
• You are comfortable earning a large part of your pay in commission
• Matric, including Maths or Maths Literacy
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one
• Credits toward a recognised FSCA qualification, or willing to start

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

• Medical aid and group life cover once permanent
• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid

• 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.