Medical Aid Gap Cover Sales Agent

Selling financial products in Atlantis means knowing the rules as well as the pitch. It suits someone who likes knowing exactly what a good day's work looks like.

This post is Atlantis-based, with most of your time spent at a personal loans branch. There's a probation period of three months before the contract is confirmed.

• Do a needs analysis and match the client to the right product.
• Visit clients at home or work for field advice appointments.
• Capture new policies on the admin system and check debit order details.
• Save policies when clients call to cancel.
• Keep your record of advice complete for compliance audits.

• RE5 passed, or willing to write it within the first year
• 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
• Matric, including Maths or Maths Literacy
• 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

• Medical aid and group life cover once permanent
• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• CPD hours logged and funded

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.