Life Insurance Sales Advisor (Field)

This financial advice practice in Epping pays a basic plus commission, and your pipeline sets the ceiling. Bring a calm head on busy days and you'll be fine.

Location: Epping, Western Cape. Applicants who already live in the area get looked at first.

• Track daily sales, conversions and lapse rates on the team board.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.
• Follow up on quotes sent and chase missing documents.
• Call warm leads from the dialler and qualify them in the first minute.
• Do a needs analysis and match the client to the right product.

• Honest selling, even when the easy sale is the wrong one
• Six months or more of sales, telesales or call centre work
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• Credits toward a recognised FSCA qualification, or willing to start

• An existing client book (for field roles)
• Your own car for field appointments

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

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.