Funeral Cover Sales Consultant (RE5) – Experienced

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

This post is Durban Central-based, with most of your time spent at a medical gap cover broker. Overtime comes up in peak season and is paid.

• Call warm leads from the dialler and qualify them in the first minute.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.
• Keep your record of advice complete for compliance audits.
• Visit clients at home or work for field advice appointments.
• Track daily sales, conversions and lapse rates on the team board.
• Do a needs analysis and match the client to the right product.

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

• A qualification such as a Higher Certificate in Financial Planning
• Your own car for field appointments

• CPD hours logged and funded
• Medical aid and group life cover once permanent
• Basic salary plus uncapped commission

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.