Short-Term Insurance Telesales Agent

Selling financial products in Hammarsdale 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.

This post is Hammarsdale-based, with most of your time spent at an insurance telesales floor.

• Visit clients at home or work for field advice appointments.
• Track daily sales, conversions and lapse rates on the team board.
• Keep your record of advice complete for compliance audits.
• Read the FAIS disclosures and record client consent on every call.
• Explain waiting periods, exclusions and premiums in plain terms.
• Follow up on quotes sent and chase missing documents.

• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record
• Matric, including Maths or Maths Literacy
• Six months or more of sales, telesales or call centre work

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

• Monthly sales competitions with cash prizes
• CPD hours logged and funded
• Basic salary plus uncapped commission

• If you have passed RE5, say so in your headline; it is the first filter in most financial sales ads.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.