Life Insurance Sales Advisor (Field)

You'll sell cover that families really use, from a personal loans branch in Bellville. This is a good step for someone who wants proper routine and a manager who notices good work.

This post is in Bellville (Western Cape). Please only apply if you can travel there daily. Hours are mostly Monday to Friday, with the odd Saturday in busy months.

• Follow up on quotes sent and chase missing documents.
• Keep your record of advice complete for compliance audits.
• Read the FAIS disclosures and record client consent on every call.
• Explain waiting periods, exclusions and premiums in plain terms.
• Do a needs analysis and match the client to the right product.

• You are comfortable earning a large part of your pay in commission
• Credits toward a recognised FSCA qualification, or willing to start
• RE5 passed, or willing to write it within the first year
• Six months or more of sales, telesales or call centre work

• 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
• Monthly sales competitions with cash prizes

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