Medical Aid Gap Cover Sales Agent – Permanent

Talking money and risk takes trust; at this personal loans branch in Cape Town CBD you'll build it call by call. It's the kind of job where doing the basics well every day gets you noticed.

This post is in Cape Town CBD (Western Cape). Please only apply if you can travel there daily. Start date: as soon as possible for the right person.

• Treat clients fairly under TCF rules and never oversell.
• Read the FAIS disclosures and record client consent on every call.
• Keep your record of advice complete for compliance audits.
• Track daily sales, conversions and lapse rates on the team board.
• Explain waiting periods, exclusions and premiums in plain terms.
• Follow up on quotes sent and chase missing documents.
• Visit clients at home or work for field advice appointments.

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

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

• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission

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