Retail Worksite Sales Specialist

SUMMARY:
We’re searching for an energetic Long-Term Insurance Field Sales Consultant with solid sales background in long- or short-term insurance. As a key sales representative within the worksite channel, you’ll play an active role in introducing our product to employees at their place of work.

POSITION INFO:

About the role

We’re searching for an energetic Long-Term Insurance Field Sales Consultant with solid sales background in long- or short-term insurance.

As a key sales representative within the worksite channel, you’ll play an active role in introducing our product to employees at their place of work. You will be responsible for identifying prospects, delivering impactful sales engagements, and following through to policy activation and retention.

What you''ll be doing

Your primary focus will be to drive sales of our Family Cover product via stop-order. Your duties will include:

• Engage face-to-face with employees at various worksites 
• Promote and sell Family Cover to individuals 
• Generate your own leads and convert them into active clients 
• Conduct on-site presentations and one-on-one consultations 
• Process applications digitally using a tablet or laptop Meet and exceed weekly/monthly sales targets 
• Monitor policy activation (first premium paid) and persistency
  
  

What we''re looking for

Experience and qualifications

• Matric certificate
• RE5
• Minimum 2-years insurance sales experience
• Proven track record in consistently meeting/exceeding sales targets
• Experience with Persal and stop order facilities is ideal

Sales and tech skills

• Comfortable using a tablet or laptop to process sales digitally
• Communication and writing 
• Confidence in presenting
• Strong interpersonal and negotiation skills
• Good fluency in English

Work style

• Analytical thinking, strong organisational and time management skills
• Proactive, adaptable and deadline-driven mindset
• Self-motivated, team player with integrity, professionalism, and a customer-focused approach
• Mobile and willing to travel 
• Must be based in Cape Town