Outbound Insurance Sales Agent (Commission Plus Basic)

Talking money and risk takes trust; at this financial advice practice in Atlantis you'll build it call by call. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

This post is in Atlantis (Western Cape). Please only apply if you can travel there daily. There's a probation period of three months before the contract is confirmed.

• Call warm leads from the dialler and qualify them in the first minute.
• Do a needs analysis and match the client to the right product.
• Keep your record of advice complete for compliance audits.
• Explain waiting periods, exclusions and premiums in plain terms.
• Visit clients at home or work for field advice appointments.
• Treat clients fairly under TCF rules and never oversell.
• Save policies when clients call to cancel.

• Six months or more of sales, telesales or call centre work
• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record
• You are comfortable earning a large part of your pay in commission

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

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

• 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.