Medical Aid Gap Cover Sales Agent

Talking money and risk takes trust; at this medical gap cover broker in Gqeberha you'll build it call by call. This role rewards consistency more than flash.

This post is in Gqeberha (Eastern Cape). Please only apply if you can travel there daily.

• 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.
• Treat clients fairly under TCF rules and never oversell.
• Call warm leads from the dialler and qualify them in the first minute.
• Keep your record of advice complete for compliance audits.
• Visit clients at home or work for field advice appointments.

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

• An existing client book (for field roles)
• Your own car for field appointments
• A qualification such as a Higher Certificate in Financial Planning

• 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.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.