Outbound Insurance Sales Agent (Commission Plus Basic)

You'll sell cover that families really use, from a medical gap cover broker in Newcastle. If you turn up on time and finish what you start, you'll fit in quickly.

You'll report in Newcastle. Relocation is not covered for this one. Most weeks are 45 hours, in line with the BCEA.

• Keep your record of advice complete for compliance audits.
• Track daily sales, conversions and lapse rates on the team board.
• Follow up on quotes sent and chase missing documents.
• Read the FAIS disclosures and record client consent on every call.
• Treat clients fairly under TCF rules and never oversell.
• Visit clients at home or work for field advice appointments.

• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record
• Honest selling, even when the easy sale is the wrong one
• You are comfortable earning a large part of your pay in commission
• Six months or more of sales, telesales or call centre work
• Credits toward a recognised FSCA qualification, or willing to start

• Your own car for field appointments
• A qualification such as a Higher Certificate in Financial Planning
• An existing client book (for field roles)

• RE5 exam fees and study material paid
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.