Life Insurance Sales Advisor (Field)

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

Home base is a personal loans branch on the Pretoria East side of Gauteng.

• 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.
• Save policies when clients call to cancel.
• Explain waiting periods, exclusions and premiums in plain terms.
• Visit clients at home or work for field advice appointments.

• 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

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

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

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