Life Insurance Sales Advisor (Field)

Selling financial products in Prospecton means knowing the rules as well as the pitch. This is a good step for someone who wants proper routine and a manager who notices good work.

This post is Prospecton-based, with most of your time spent at a financial advice practice. Shifts rotate, so you'll need to be flexible about days and nights.

• Follow up on quotes sent and chase missing documents.
• Track daily sales, conversions and lapse rates on the team board.
• Explain waiting periods, exclusions and premiums in plain terms.
• Read the FAIS disclosures and record client consent on every call.
• Treat clients fairly under TCF rules and never oversell.
• Keep your record of advice complete for compliance audits.

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

• Basic salary plus uncapped commission
• Medical aid and group life cover once permanent
• CPD hours logged and funded
• RE5 exam fees and study material paid

• 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.