Short-Term Insurance Telesales Agent

Selling financial products in Epping means knowing the rules as well as the pitch. You don't need to be the loudest person in the room, just the one others can count on.

Home base is a personal loans branch on the Epping side of Western Cape.

• Capture new policies on the admin system and check debit order details.
• Do a needs analysis and match the client to the right product.
• Treat clients fairly under TCF rules and never oversell.
• Follow up on quotes sent and chase missing documents.
• Keep your record of advice complete for compliance audits.
• Explain waiting periods, exclusions and premiums in plain terms.

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

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

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

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.