Funeral Cover Sales Consultant (RE5)

Selling financial products in Khayelitsha means knowing the rules as well as the pitch. This is a good step for someone who wants proper routine and a manager who notices good work.

The work is in Khayelitsha, Western Cape, so you'll need a reliable way to get there every day. Overtime comes up in peak season and is paid.

• Read the FAIS disclosures and record client consent on every call.
• Save policies when clients call to cancel.
• Treat clients fairly under TCF rules and never oversell.
• Call warm leads from the dialler and qualify them in the first minute.
• Follow up on quotes sent and chase missing documents.
• Track daily sales, conversions and lapse rates on the team board.

• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one
• RE5 passed, or willing to write it within the first year

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

• Medical aid and group life cover once permanent
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission

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