Short-Term Insurance Telesales Agent

Talking money and risk takes trust; at this financial advice practice in Durban Central you'll build it call by call. If you like clear targets and knowing where you stand, this is for you.

The work is in Durban Central, KwaZulu-Natal, 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.
• Keep your record of advice complete for compliance audits.
• Treat clients fairly under TCF rules and never oversell.
• Capture new policies on the admin system and check debit order details.
• Read the FAIS disclosures and record client consent on every call.

• Credits toward a recognised FSCA qualification, or willing to start
• Six months or more of sales, telesales or call centre work
• Matric, including Maths or Maths Literacy
• Honest selling, even when the easy sale is the wrong one

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

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