Outbound Insurance Sales Agent (Commission Plus Basic)

Talking money and risk takes trust; at this financial advice practice in Newcastle you'll build it call by call. It's a practical job: you'll see what you got done before you go home.

You'll be based at a financial advice practice in Newcastle. Living nearby, or on a taxi route to it, really helps. The first two weeks are spent shadowing someone experienced.

• Track daily sales, conversions and lapse rates on the team board.
• Keep your record of advice complete for compliance audits.
• Save policies when clients call to cancel.
• Do a needs analysis and match the client to the right product.
• Capture new policies on the admin system and check debit order details.
• Treat clients fairly under TCF rules and never oversell.

• Credits toward a recognised FSCA qualification, or willing to start
• Six months or more of sales, telesales or call centre work
• Honest selling, even when the easy sale is the wrong one
• 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

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

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.