Short-Term Insurance Telesales Agent

This financial advice practice in Khayelitsha pays a basic plus commission, and your pipeline sets the ceiling. This is a good step for someone who wants proper routine and a manager who notices good work.

This post is in Khayelitsha (Western Cape). Please only apply if you can travel there daily. Start is planned for the beginning of next month.

• Save policies when clients call to cancel.
• Follow up on quotes sent and chase missing documents.
• Call warm leads from the dialler and qualify them in the first minute.
• Track daily sales, conversions and lapse rates on the team board.
• Read the FAIS disclosures and record client consent on every call.
• Keep your record of advice complete for compliance audits.
• Capture new policies on the admin system and check debit order details.

• RE5 passed, or willing to write it within the first year
• Matric, including Maths or Maths Literacy
• You are comfortable earning a large part of your pay in commission
• Credits toward a recognised FSCA qualification, or willing to start
• FAIS fit and proper: clean credit and criminal record

• Completed class of business training for short-term or long-term insurance
• Your own car for field appointments

• CPD hours logged and funded
• Basic salary plus uncapped commission
• Medical aid and group life cover once permanent

• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.
• Check your credit record before you apply, because a judgment or default will stop your FAIS appointment.