Life Insurance Sales Advisor (Field)

Selling financial products in Rosslyn means knowing the rules as well as the pitch. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

The work is in Rosslyn, Gauteng, so you'll need a reliable way to get there every day.

• Capture new policies on the admin system and check debit order details.
• Explain waiting periods, exclusions and premiums in plain terms.
• Do a needs analysis and match the client to the right product.
• Follow up on quotes sent and chase missing documents.
• Track daily sales, conversions and lapse rates on the team board.
• Read the FAIS disclosures and record client consent on every call.
• Save policies when clients call to cancel.

• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one

• Completed class of business training for short-term or long-term insurance
• Your own car for field appointments

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.