Funeral Cover Sales Consultant (RE5)

Talking money and risk takes trust; at this medical gap cover broker in Umlazi you'll build it call by call. You don't need to be the loudest person in the room, just the one others can count on.

This post is Umlazi-based, with most of your time spent at a medical gap cover broker.

• Keep your record of advice complete for compliance audits.
• Track daily sales, conversions and lapse rates on the team board.
• Capture new policies on the admin system and check debit order details.
• Do a needs analysis and match the client to the right product.
• Follow up on quotes sent and chase missing documents.

• 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
• RE5 passed, or willing to write it within the first year
• Six months or more of sales, telesales or call centre work

• An existing client book (for field roles)
• 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
• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission

• 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.