Short-Term Insurance Telesales Agent

Selling financial products in Epping means knowing the rules as well as the pitch. If you learn fast and don't mind being shown things twice, you'll settle in within a few weeks.

Home base is an insurance telesales floor on the Epping side of Western Cape. Start date: as soon as possible for the right person.

• Follow up on quotes sent and chase missing documents.
• Keep your record of advice complete for compliance audits.
• Treat clients fairly under TCF rules and never oversell.
• Explain waiting periods, exclusions and premiums in plain terms.
• Call warm leads from the dialler and qualify them in the first minute.
• Capture new policies on the admin system and check debit order details.

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

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

• CPD hours logged and funded
• Basic salary plus uncapped commission
• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid

• 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.