Retirement Annuity Sales Consultant

You'll sell cover that families really use, from a funeral cover call centre in Pinetown. People who do well here are steady, honest and not scared to ask when something is unclear.

Home base is a funeral cover call centre on the Pinetown side of KwaZulu-Natal. Shifts rotate, so you'll need to be flexible about days and nights.

• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.
• Visit clients at home or work for field advice appointments.
• Explain waiting periods, exclusions and premiums in plain terms.
• Keep your record of advice complete for compliance audits.
• Save policies when clients call to cancel.
• Do a needs analysis and match the client to the right product.

• Six months or more of sales, telesales or call centre work
• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• Honest selling, even when the easy sale is the wrong one

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

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

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