Life Insurance Sales Advisor (Field)

Talking money and risk takes trust; at this funeral cover call centre in Mthatha you'll build it call by call. It's a practical job: you'll see what you got done before you go home.

This post is Mthatha-based, with most of your time spent at a funeral cover call centre. Weekend work is on a roster, so you won't be on every weekend.

• Visit clients at home or work for field advice appointments.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.
• Call warm leads from the dialler and qualify them in the first minute.
• Keep your record of advice complete for compliance audits.

• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record

• Your own car for field appointments
• A qualification such as a Higher Certificate in Financial Planning

• RE5 exam fees and study material paid
• Medical aid and group life cover once permanent
• Monthly sales competitions with cash prizes
• CPD hours logged and funded

• 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.