Outbound Insurance Sales Agent (Commission Plus Basic)

You'll sell cover that families really use, from a financial advice practice in Bethlehem. Expect to be trusted with real work from your first week.

This post is Bethlehem-based, with most of your time spent at a financial advice practice. 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.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.
• Do a needs analysis and match the client to the right product.
• Keep your record of advice complete for compliance audits.
• Follow up on quotes sent and chase missing documents.

• Honest selling, even when the easy sale is the wrong one
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• RE5 passed, or willing to write it within the first year
• 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

• RE5 exam fees and study material paid
• Monthly sales competitions with cash prizes
• Medical aid and group life cover once permanent

• 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.