Retirement Annuity Sales Consultant

How2Apply Talent Network
Upington, Northern Cape
Contract
Posted 2 hours ago
Contract Marketing & Sales
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Job Description

Talking money and risk takes trust; at this financial advice practice in Upington you'll build it call by call. You don't need to be the loudest person in the room, just the one others can count on.

You'll be based at a financial advice practice in Upington. Living nearby, or on a taxi route to it, really helps.

The work, day to day

  • Track daily sales, conversions and lapse rates on the team board.
  • Capture new policies on the admin system and check debit order details.
  • Call warm leads from the dialler and qualify them in the first minute.
  • Follow up on quotes sent and chase missing documents.
  • Keep your record of advice complete for compliance audits.
  • Treat clients fairly under TCF rules and never oversell.

Must-haves

  • Credits toward a recognised FSCA qualification, or willing to start
  • Six months or more of sales, telesales or call centre work
  • Honest selling, even when the easy sale is the wrong one
  • Matric, including Maths or Maths Literacy

Helpful, not essential

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

On offer

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

Applying, step by step

  1. Read the "What you need" list above. If you tick most of it, go ahead and apply.
  2. Have the following on hand (clear photos on your phone are fine at first): certified copy of your SA ID or work permit plus your RE5 result letter and FSCA class-of-business proof.
  3. Use the form on this page. It takes about two minutes and you don't need to upload anything yet.
  4. Watch for a call or WhatsApp from How2Apply over the next 5 working days.

Your application joins the How2Apply talent pool for this role, and we put shortlisted people forward to employers hiring in and around Upington.

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.

Tips to get shortlisted

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

Interested in this role?

Apply in 2 minutes. No CV upload needed yet.

Applying is free. How2Apply will never ask you for money.

Apply for this job
Job details
SalaryDiscussed at interview
Job TypeContract
LocationUpington, Northern Cape
CategoryMarketing & Sales
ExperienceEntry level
Posted1 November 2026
Closing Date5 December 2026
How2Apply Talent Network
Recruiting for employers in Upington

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