Short-Term Insurance Telesales Agent

You'll sell cover that families really use, from a medical gap cover broker in Cape Town CBD. If you turn up on time and finish what you start, you'll fit in quickly.

The work is in Cape Town CBD, Western Cape, so you'll need a reliable way to get there every day. Weekend work is on a roster, so you won't be on every weekend.

• Do a needs analysis and match the client to the right product.
• Visit clients at home or work for field advice appointments.
• Explain waiting periods, exclusions and premiums in plain terms.
• Treat clients fairly under TCF rules and never oversell.
• Call warm leads from the dialler and qualify them in the first minute.
• Track daily sales, conversions and lapse rates on the team board.
• Keep your record of advice complete for compliance audits.

• RE5 passed, or willing to write it within the first year
• FAIS fit and proper: clean credit and criminal record
• Credits toward a recognised FSCA qualification, or willing to start
• Six months or more of sales, telesales or call centre work

• A qualification such as a Higher Certificate in Financial Planning
• Your own car for field appointments
• An existing client book (for field roles)

• RE5 exam fees and study material paid
• Monthly sales competitions with cash prizes
• CPD hours logged and funded
• Medical aid and group life cover once permanent

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.