Outbound Insurance Sales Agent (Commission Plus Basic)

Talking money and risk takes trust; at this financial advice practice in Mbombela you'll build it call by call. It's the kind of job where doing the basics well every day gets you noticed.

Home base is a financial advice practice on the Mbombela side of Mpumalanga.

• Keep your record of advice complete for compliance audits.
• Follow up on quotes sent and chase missing documents.
• Call warm leads from the dialler and qualify them in the first minute.
• Explain waiting periods, exclusions and premiums in plain terms.
• Track daily sales, conversions and lapse rates on the team board.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.

• Honest selling, even when the easy sale is the wrong one
• RE5 passed, or willing to write it within the first year
• Credits toward a recognised FSCA qualification, or willing to start
• Matric, including Maths or Maths Literacy

• RE5 exam fees and study material paid
• CPD hours logged and funded
• Medical aid and group life cover once permanent

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