Short-Term Insurance Telesales Agent

Selling financial products in George means knowing the rules as well as the pitch. Bring a calm head on busy days and you'll be fine.

You'll be based at an insurance telesales floor in George. Living nearby, or on a taxi route to it, really helps. Most weeks are 45 hours, in line with the BCEA.

• Capture new policies on the admin system and check debit order details.
• Keep your record of advice complete for compliance audits.
• Call warm leads from the dialler and qualify them in the first minute.
• Save policies when clients call to cancel.
• Do a needs analysis and match the client to the right product.
• Track daily sales, conversions and lapse rates on the team board.

• FAIS fit and proper: clean credit and criminal record
• Six months or more of sales, telesales or call centre work
• You are comfortable earning a large part of your pay in commission
• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• 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
• 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.