Life Insurance Sales Advisor (Field) – Fixed-Term

Selling financial products in Brackenfell means knowing the rules as well as the pitch. Bring a calm head on busy days and you'll be fine.

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

• Follow up on quotes sent and chase missing documents.
• Do a needs analysis and match the client to the right product.
• Explain waiting periods, exclusions and premiums in plain terms.
• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.

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

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

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

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