Medical Aid Gap Cover Sales Agent – Experienced

Selling financial products in Mossel Bay means knowing the rules as well as the pitch. This is a good step for someone who wants proper routine and a manager who notices good work.

This post is in Mossel Bay (Western Cape). Please only apply if you can travel there daily.

• Save policies when clients call to cancel.
• Track daily sales, conversions and lapse rates on the team board.
• Call warm leads from the dialler and qualify them in the first minute.
• Explain waiting periods, exclusions and premiums in plain terms.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.
• Follow up on quotes sent and chase missing documents.

• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• Credits toward a recognised FSCA qualification, or willing to start

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

• Basic salary plus uncapped commission
• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid
• CPD hours logged and funded

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.