Retirement Annuity Sales Consultant – Permanent

Selling financial products in Khayelitsha means knowing the rules as well as the pitch. Someone who likes a bit of variety, but also likes doing things the right way, will enjoy this.

You'll be based at a medical gap cover broker in Khayelitsha. Living nearby, or on a taxi route to it, really helps. Most weeks are 45 hours, in line with the BCEA.

• Do a needs analysis and match the client to the right product.
• Follow up on quotes sent and chase missing documents.
• Capture new policies on the admin system and check debit order details.
• Track daily sales, conversions and lapse rates on the team board.
• Save policies when clients call to cancel.

• 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
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• RE5 passed, or willing to write it within the first year

• An existing client book (for field roles)
• A qualification such as a Higher Certificate in Financial Planning
• Completed class of business training for short-term or long-term insurance

• Medical aid and group life cover once permanent
• CPD hours logged and funded
• Monthly sales competitions with cash prizes
• Basic salary plus uncapped commission

• 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.