Insurance Sales Consultant

SUMMARY:
Our client is seeking dynamic individuals to join their team as a Insurance Sales Consultants. This role focuses on delivering high-quality direct-to-client service by assessing customer needs and offering relevant short-term insurance products (motor, household, and home). The successful candidate will play a vital role in client acquisition, representing the brand in an outbound telesales environment.

POSITION INFO:
JOB TITLE: Insurance Sales Consultant – Short Term Insurance
AREA: Cape Town (Relocation assistance available)
INDUSTRY: Insurance / Financial Services
Salary / CTC: Stipend of R 16 000 (Negotiable Depending on current earnings, qualifications, and experience) with Lucrative Commission structure
Report to: Team Leader
Type: Permanent / Full Time

Key Responsibilities:

• Achieve monthly individual and team sales targets
• Conduct financial needs analysis to provide appropriate product recommendations
• Communicate with clients via phone and email to respond to queries and follow up on outbound calls
• Accurately capture client information and sales processes on internal systems
• Adhere to service level agreements, compliance standards, and sales processes
• Engage effectively with internal stakeholders and contribute to a collaborative team environment
• Ensure compliance with risk, regulatory and procedural requirements
• Display a strong alignment to company’s values and objectives

• Matric (Grade 12) – Essential
• FAIS-compliant full qualification in Short-Term Insurance – Essential
• RE5 Certificate – Essential
• Class of Business certification – Essential and/or advantageous
• CPD (Continuous Professional Development) credits – Essential and/or advantageous
• Degree – Advantageous

• Excellent communication skills (fluent in English and/or Afrikaans)
• Strong sales, negotiation, and closing ability
• Solid administrative and time management skills
• Good computer literacy and ability to learn new systems quickly

• Minimum 2 years’ outbound telesales experience in the short-term insurance industry – Essential

• Target-driven and goal-oriented
• Self-motivated with the ability to work independently
• Team player with strong interpersonal skills
• Resilient, persuasive, and adaptable in a high-pressure sales environment
• High attention to detail and commitment to compliance
• Fast learner with the ability to apply knowledge quickly
• Neutral accent and professional telephone manner

• Based in Cape Town office
• Office hours with possible extended hours to meet sales targets
• Candidates from outside Cape Town are welcome to apply – relocation assistance will be provided