Short-Term Insurance Telesales Agent – Immediate Start

Talking money and risk takes trust; at this personal loans branch in Prospecton you'll build it call by call. Someone who likes a bit of variety, but also likes doing things the right way, will enjoy this.

This post is Prospecton-based, with most of your time spent at a personal loans branch.

• Do a needs analysis and match the client to the right product.
• Save policies when clients call to cancel.
• Capture new policies on the admin system and check debit order details.
• Explain waiting periods, exclusions and premiums in plain terms.
• Keep your record of advice complete for compliance audits.
• Treat clients fairly under TCF rules and never oversell.

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

• An existing client book (for field roles)
• Completed class of business training for short-term or long-term insurance
• A qualification such as a Higher Certificate in Financial Planning

• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid
• Medical aid and group life cover once permanent
• CPD hours logged and funded

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