Life Insurance Sales Advisor (Field)

You'll sell cover that families really use, from a personal loans branch in Soweto. This role rewards consistency more than flash.

This post is Soweto-based, with most of your time spent at a personal loans branch. Start date: as soon as possible for the right person.

• Visit clients at home or work for field advice appointments.
• Call warm leads from the dialler and qualify them in the first minute.
• Track daily sales, conversions and lapse rates on the team board.
• Save policies when clients call to cancel.
• Keep your record of advice complete for compliance audits.
• Capture new policies on the admin system and check debit order details.
• Treat clients fairly under TCF rules and never oversell.

• RE5 passed, or willing to write it within the first year
• You are comfortable earning a large part of your pay in commission
• Honest selling, even when the easy sale is the wrong one
• 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

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

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.