Outbound Insurance Sales Agent (Commission Plus Basic)

Selling financial products in Worcester means knowing the rules as well as the pitch. You don't need to be the loudest person in the room, just the one others can count on.

The site is in Worcester; early starts mean public transport timing matters, so check your route before applying.

• Visit clients at home or work for field advice appointments.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.
• Do a needs analysis and match the client to the right product.
• Read the FAIS disclosures and record client consent on every call.
• Follow up on quotes sent and chase missing documents.
• Keep your record of advice complete for compliance audits.

• Matric, including Maths or Maths Literacy
• 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
• Credits toward a recognised FSCA qualification, or willing to start
• Six months or more of sales, telesales or call centre work

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

• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid
• CPD hours logged and funded

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