Funeral Cover Sales Consultant (RE5)

Selling financial products in George means knowing the rules as well as the pitch. People who do well here are steady, honest and not scared to ask when something is unclear.

The site is in George; early starts mean public transport timing matters, so check your route before applying. Start date: as soon as possible for the right person.

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

• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• FAIS fit and proper: clean credit and criminal record
• Credits toward a recognised FSCA qualification, or willing to start

• A qualification such as a Higher Certificate in Financial Planning
• An existing client book (for field roles)
• Completed class of business training for short-term or long-term insurance

• Medical aid and group life cover once permanent
• Basic salary plus uncapped commission
• RE5 exam fees and study material paid

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.