Funeral Cover Sales Consultant (RE5)

Selling financial products in Prospecton means knowing the rules as well as the pitch. If you turn up on time and finish what you start, you'll fit in quickly.

You'll report in Prospecton. Relocation is not covered for this one.

• Treat clients fairly under TCF rules and never oversell.
• Track daily sales, conversions and lapse rates on the team board.
• Call warm leads from the dialler and qualify them in the first minute.
• Save policies when clients call to cancel.
• Capture new policies on the admin system and check debit order details.
• Visit clients at home or work for field advice appointments.

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

• An existing client book (for field roles)
• A qualification such as a Higher Certificate in Financial Planning

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

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.