Life Insurance Sales Advisor (Field)

Talking money and risk takes trust; at this insurance telesales floor in Springs you'll build it call by call. You don't need to be the loudest person in the room, just the one others can count on.

This post is in Springs (Gauteng). Please only apply if you can travel there daily. Start is planned for the beginning of next month.

• 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.
• Track daily sales, conversions and lapse rates on the team board.
• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.

• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• Honest selling, even when the easy sale is the wrong one
• Credits toward a recognised FSCA qualification, or willing to start
• You are comfortable earning a large part of your pay in commission

• Your own car for field appointments
• 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
• CPD hours logged and funded
• Basic salary plus uncapped commission

• 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.