Personal Loans Sales Consultant (Branch)

You'll sell cover that families really use, from a financial advice practice in Worcester. If you turn up on time and finish what you start, you'll fit in quickly.

The work is in Worcester, Western Cape, so you'll need a reliable way to get there every day.

• Explain waiting periods, exclusions and premiums in plain terms.
• Save policies when clients call to cancel.
• Call warm leads from the dialler and qualify them in the first minute.
• Treat clients fairly under TCF rules and never oversell.
• Do a needs analysis and match the client to the right product.
• Keep your record of advice complete for compliance audits.
• Read the FAIS disclosures and record client consent on every call.

• Matric, including Maths or Maths Literacy
• 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
• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record

• Completed class of business training for short-term or long-term insurance
• An existing client book (for field roles)
• Your own car for field appointments

• CPD hours logged and funded
• Basic salary plus uncapped commission
• Medical aid and group life cover once permanent

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.