Life Insurance Sales Advisor (Field)

This insurance telesales floor in Roodepoort pays a basic plus commission, and your pipeline sets the ceiling. If you like clear targets and knowing where you stand, this is for you.

The site is in Roodepoort; early starts mean public transport timing matters, so check your route before applying. Hours are mostly Monday to Friday, with the odd Saturday in busy months.

• Treat clients fairly under TCF rules and never oversell.
• Save policies when clients call to cancel.
• Capture new policies on the admin system and check debit order details.
• Keep your record of advice complete for compliance audits.
• 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.
• Visit clients at home or work for field advice appointments.

• Matric, including Maths or Maths Literacy
• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record
• You are comfortable earning a large part of your pay in commission

• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance

• RE5 exam fees and study material paid
• Monthly sales competitions with cash prizes
• CPD hours logged and funded

• 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.