Funeral Cover Sales Consultant (RE5) – Experienced

This financial advice practice in Harrismith pays a basic plus commission, and your pipeline sets the ceiling. Good for someone who wants to build a solid track record they can put on their CV.

Home base is a financial advice practice on the Harrismith side of Free State. Start is planned for the beginning of next month.

• Capture new policies on the admin system and check debit order details.
• Track daily sales, conversions and lapse rates on the team board.
• Call warm leads from the dialler and qualify them in the first minute.
• Explain waiting periods, exclusions and premiums in plain terms.
• Follow up on quotes sent and chase missing documents.
• Read the FAIS disclosures and record client consent on every call.
• Do a needs analysis and match the client to the right product.

• 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
• Honest selling, even when the easy sale is the wrong one
• Six months or more of sales, telesales or call centre work
• Matric, including Maths or Maths Literacy

• Your own car for field appointments
• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance

• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid
• CPD hours logged and funded
• Monthly sales competitions with cash prizes

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.