Short-Term Insurance Telesales Agent

This personal loans branch in Richards Bay pays a basic plus commission, and your pipeline sets the ceiling. If you turn up on time and finish what you start, you'll fit in quickly.

This post is Richards Bay-based, with most of your time spent at a personal loans branch. There's a probation period of three months before the contract is confirmed.

• Do a needs analysis and match the client to the right product.
• Explain waiting periods, exclusions and premiums in plain terms.
• Read the FAIS disclosures and record client consent on every call.
• Call warm leads from the dialler and qualify them in the first minute.
• Save policies when clients call to cancel.

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

• Your own car for field appointments
• An existing client book (for field roles)
• A qualification such as a Higher Certificate in Financial Planning

• Monthly sales competitions with cash prizes
• RE5 exam fees and study material paid
• 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.
• Show commission history with real figures from payslips; interviewers trust numbers over claims.