Retirement Annuity Sales Consultant

This medical gap cover broker in Brackenfell pays a basic plus commission, and your pipeline sets the ceiling. This is a good step for someone who wants proper routine and a manager who notices good work.

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

• Call warm leads from the dialler and qualify them in the first minute.
• Save policies when clients call to cancel.
• Visit clients at home or work for field advice appointments.
• Do a needs analysis and match the client to the right product.
• Track daily sales, conversions and lapse rates on the team board.
• Explain waiting periods, exclusions and premiums in plain terms.

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

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

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

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.