Medical Aid Gap Cover Sales Agent

Selling financial products in Cape Town CBD means knowing the rules as well as the pitch. Good for someone who wants to build a solid track record they can put on their CV.

The work is in Cape Town CBD, Western Cape, so you'll need a reliable way to get there every day. Shifts rotate, so you'll need to be flexible about days and nights.

• Save policies when clients call to cancel.
• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.
• Follow up on quotes sent and chase missing documents.
• Do a needs analysis and match the client to the right product.
• Explain waiting periods, exclusions and premiums in plain terms.
• Keep your record of advice complete for compliance audits.

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

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

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.