Short-Term Insurance Telesales Agent

You'll sell cover that families really use, from a financial advice practice in Klerksdorp. It's a practical job: you'll see what you got done before you go home.

This post is Klerksdorp-based, with most of your time spent at a financial advice practice.

• Capture new policies on the admin system and check debit order details.
• Do a needs analysis and match the client to the right product.
• Read the FAIS disclosures and record client consent on every call.
• Track daily sales, conversions and lapse rates on the team board.
• Save policies when clients call to cancel.
• Keep your record of advice complete for compliance audits.
• Follow up on quotes sent and chase missing documents.

• Matric, including Maths or Maths Literacy
• RE5 passed, or willing to write it within the first year
• Honest selling, even when the easy sale is the wrong one
• FAIS fit and proper: clean credit and criminal record
• Six months or more of sales, telesales or call centre work

• Basic salary plus uncapped commission
• CPD hours logged and funded
• Medical aid and group life cover once permanent
• RE5 exam fees and study material paid

• Show commission history with real figures from payslips; interviewers trust numbers over claims.
• Read up on the product line (funeral, short-term or life) so you can talk about it in the interview.