Life Insurance Sales Advisor (Field)

Talking money and risk takes trust; at this personal loans branch in Umhlanga you'll build it call by call. Expect to be trusted with real work from your first week.

You'll be based at a personal loans branch in Umhlanga. Living nearby, or on a taxi route to it, really helps. Start date: as soon as possible for the right person.

• Save policies when clients call to cancel.
• Read the FAIS disclosures and record client consent on every call.
• Follow up on quotes sent and chase missing documents.
• Explain waiting periods, exclusions and premiums in plain terms.
• Capture new policies on the admin system and check debit order details.
• Visit clients at home or work for field advice appointments.
• Do a needs analysis and match the client to the right product.

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

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.