Life Insurance Sales Advisor (Field)

Selling financial products in Somerset West means knowing the rules as well as the pitch. Good for someone who wants to build a solid track record they can put on their CV.

This post is in Somerset West (Western Cape). Please only apply if you can travel there daily.

• Visit clients at home or work for field advice appointments.
• Follow up on quotes sent and chase missing documents.
• Explain waiting periods, exclusions and premiums in plain terms.
• Keep your record of advice complete for compliance audits.
• 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.

• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• FAIS fit and proper: clean credit and criminal record
• Six months or more of sales, telesales or call centre work
• Honest selling, even when the easy sale is the wrong one

• Completed class of business training for short-term or long-term insurance
• An existing client book (for field roles)
• A qualification such as a Higher Certificate in Financial Planning

• CPD hours logged and funded
• RE5 exam fees and study material paid
• Basic salary plus uncapped commission

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.