Personal Loans Sales Consultant (Branch)

Talking money and risk takes trust; at this funeral cover call centre in Krugersdorp you'll build it call by call. This role rewards consistency more than flash.

You'll be based at a funeral cover call centre in Krugersdorp. Living nearby, or on a taxi route to it, really helps.

• Keep your record of advice complete for compliance audits.
• Explain waiting periods, exclusions and premiums in plain terms.
• Visit clients at home or work for field advice appointments.
• Capture new policies on the admin system and check debit order details.
• Follow up on quotes sent and chase missing documents.
• Save policies when clients call to cancel.
• Track daily sales, conversions and lapse rates on the team board.

• 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
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one
• 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
• A qualification such as a Higher Certificate in Financial Planning

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

• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.