Outbound Insurance Sales Agent (Commission Plus Basic)

You'll sell cover that families really use, from an insurance telesales floor in George. Someone who likes a bit of variety, but also likes doing things the right way, will enjoy this.

Location: George, Western Cape. Applicants who already live in the area get looked at first. Overtime comes up in peak season and is paid.

• Treat clients fairly under TCF rules and never oversell.
• Visit clients at home or work for field advice appointments.
• Call warm leads from the dialler and qualify them in the first minute.
• Track daily sales, conversions and lapse rates on the team board.
• Do a needs analysis and match the client to the right product.
• Keep your record of advice complete for compliance audits.
• Read the FAIS disclosures and record client consent on every call.

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

• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance
• An existing client book (for field roles)

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

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.