Life Insurance Sales Advisor (Field) – Entry Level

Selling financial products in Umlazi means knowing the rules as well as the pitch. You don't need to be the loudest person in the room, just the one others can count on.

This post is in Umlazi (KwaZulu-Natal). Please only apply if you can travel there daily.

• Do a needs analysis and match the client to the right product.
• Track daily sales, conversions and lapse rates on the team board.
• Follow up on quotes sent and chase missing documents.
• Read the FAIS disclosures and record client consent on every call.
• Save policies when clients call to cancel.
• Visit clients at home or work for field advice appointments.

• RE5 passed, or willing to write it within the first year
• Six months or more of sales, telesales or call centre work
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one
• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record

• Your own car for field appointments
• A qualification such as a Higher Certificate in Financial Planning

• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• 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.