Outbound Insurance Sales Agent (Commission Plus Basic) – Experienced

Talking money and risk takes trust; at this financial advice practice in Khayelitsha 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.

Location: Khayelitsha, Western Cape. Applicants who already live in the area get looked at first.

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

• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one
• 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
• Six months or more of sales, telesales or call centre work

• Your own car for field appointments
• 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
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission
• CPD hours logged and funded

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.