Role Overview – Home Loan Specialist

• This is an external sales role within a fast-paced, target-driven environment. The consultant will be responsible for managing their own pipeline, generating leads, and converting deals.
• Support includes full onboarding, product training, and access to marketing tools.
• Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to or offer tailor-made home finance packages accompanied by exceptional service.

Source Potential Leads:

• Utilize proactive and reactive prospecting methods.
• Develop a robust network through partnerships and relationship building.
• Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.

Identify needs:

• Employ open-ended questioning to understand clients'' financial and emotional needs.
• Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.
• Identify financial challenges and offer solutions.
• Ensure proper records of leads and follow ups.

Match Product Offerings to Needs:

• Utilize extensive product knowledge to present tailored solutions.
• Explain application procedures and apply appropriate credit criteria.
• Provide upfront explanations of situations that need clarity and ensure supporting documents.

Explain Final Approval and Successful Closing:

• Clarify all terms and conditions of the final offer to client.
• Summarize benefits of the product package and all relevant conditions.

Maintain customer contact and Follow-up:

• Keep clients updated throughout the process.
• Provide clear explanations to client inquiries.
• Maintain contact after client has accepted our offer and request referrals.

Applications capture and file construction:

• Complete and capture applications accurately, based on what the client requires and qualifies for.
• Compile supporting documents and ensure the file is completed and ready to process.

Ideal Candidate Profile:

• 2–3 years of external sales experience (real estate, finance, insurance, etc.)
• Self-motivated, confident, and proactive
• Own reliable vehicle & valid driver’s license
• Clear credit record (no debt review or adverse listings)
• Experience in proactively prospecting in a pressurized sale environment.
  • Strong administrative skills
  • Marketing
  • Experience in sales within a self-sourcing environment, adept at proactively generating leads.

Salary Package & Commission:

Basic Salary: R15,000 (Non-negotiable) Settling-In Allowance:

R10,000 (Months 1–3)

R6,000 (Month 4)

R5,000 (Month 5)

R3,000 (Month 6)

Commission: 0.3% on deals closed (R2.5M monthly target)

Full details on commission structure and expectations will be covered in the interview.

Email your cv to R

*15x New Business Development Consultants Required*

*Location: Umhlanga Ridge, Kwa Zulu Natal Based*

*Long Term Insurance Sector (Personal lines insurance)*

*Employment type: Permanent + Hybrid*

*Requirements:*
1. Matric
2. FAIS 120 Credits Beneficial
3. External Sales Experience is a must
4. Valid Drivers License
5. Reliable own Vehicle
6. Clear ITC record.

*Remuneration:*

Basic Offer R8000-R15000** + Uncapped Coms + Laptop + Cellphone + Medical Aid and Pension Fund Benefits.

Job Vacancy!!!

*Commerical Insurance Advisors*

*Location: DBN, CPT, 

*Short Term Insurance Sector (Personal & Commercial lines insurance)*

*Employment type: Permanent + Hybrid*

*Requirements:*
1. Matric
2. FAIS 120 Credits Beneficial
3. RE5 Beneficial
4. External Short Term and commercial Insurance Sales Experience is a must
5. Valid Drivers License
6. Reliable own Vehicle

*Remuneration:*
Offer R15,000 - R40,000** + Uncapped Coms + Traveling Allowances + R350 Tech Allowances pm + Laptop + Cellphone + Medical Aid and Pension Fund Benefits.

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications:

• Matric/Grade 12 - ESSENTIAL
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
• FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
• Minimum of 2-3 years'''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
• All required regulatory exams and accreditation – BENEFICIAL
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license - ESSENTIAL

Offer

• Training Provided
• Basic Salary: R15,000 – R20,000 / month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances up to R5000 / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover)

Role Overview – Home Loan Specialist

• This is an external sales role within a fast-paced, target-driven environment. The consultant will be responsible for managing their own pipeline, generating leads, and converting deals.
• Support includes full onboarding, product training, and access to marketing tools.
• Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to or offer tailor-made home finance packages accompanied by exceptional service.

Source Potential Leads:

• Utilize proactive and reactive prospecting methods.
• Develop a robust network through partnerships and relationship building.
• Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.

Identify needs:

• Employ open-ended questioning to understand clients' financial and emotional needs.
• Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.
• Identify financial challenges and offer solutions.
• Ensure proper records of leads and follow ups.

Match Product Offerings to Needs:

• Utilize extensive product knowledge to present tailored solutions.
• Explain application procedures and apply appropriate credit criteria.
• Provide upfront explanations of situations that need clarity and ensure supporting documents.

Explain Final Approval and Successful Closing:

• Clarify all terms and conditions of the final offer to client.
• Summarize benefits of the product package and all relevant conditions.

Maintain customer contact and Follow-up:

• Keep clients updated throughout the process.
• Provide clear explanations to client inquiries.
• Maintain contact after client has accepted our offer and request referrals.

Applications capture and file construction:

• Complete and capture applications accurately, based on what the client requires and qualifies for.
• Compile supporting documents and ensure the file is completed and ready to process.

Ideal Candidate Profile:

• 2–3 years of external sales experience (real estate, finance, insurance, etc.)
• Self-motivated, confident, and proactive
• Own reliable vehicle & valid driver’s license
• Clear credit record (no debt review or adverse listings)
• Experience in proactively prospecting in a pressurized sale environment.
  • Strong administrative skills
  • Marketing
  • Experience in sales within a self-sourcing environment, adept at proactively generating leads.

Salary Package & Commission:

Basic Salary: R15,000 (Non-negotiable) Settling-In Allowance:

R10,000 (Months 1–3)

R6,000 (Month 4)

R5,000 (Month 5)

R3,000 (Month 6)

Commission: 0.3% on deals closed (R2.5M monthly target)

Full details on commission structure and expectations will be covered in the interview.

Email your cv to R

We are looking for an enthusiastic and motivated individual to join our dynamic team as an External Salesperson for financial sales. If you think you have what it takes, please apply!

If you think you have what it takes, please apply! The incumbent is to be an ambassador/representative of the company and its image.

The Salesperson is responsible for actively seeking out and closing sales deals as well as identifying any potential customers, acquiring new customers, building relations with new customers.

Key roles and responsibilities;

Financial management- meet sales targets
Business process management
Operational requirements
Analyses the market environments and identifies problem areas as well as potential opportunities
Cold Calling
Travel to existing and potential customers to:
Promote the brand and franchise
Sell products
Promote marketing related promotions and competitions * Provide specialist technical information and knowledge
Identify new projects and accounts and attempt to close the deal thereof
Identify new and potential clients that can form part of the customer base * Follow in-store leads that may arise
Provide on site solutions to clients
Complete Field Sales Reports
Train Internal Sales Consultants
Assist with internal sales
Learn about other department heads & managers to direct customers in the right direction

RequirementsExperience/knowledge In Sales Environment (Financial Industry)

Aptitude to absorb Product Knowledge (Technical).

Proven Marketing and Sales competencies + ability to analyse the market and formulate new strategies.

Ability to establish and foster new business relationships and provide advise to clients.

Location: Umhlanga Ridge, Kwa Zulu Natal Based

Employment type: Permanent + Hybrid

Requirements:
1. Matric
2. Valid Drivers License essential
3. Reliable own Vehicle essential

Remuneration:
Offer R8,000 - R15,000** + Uncapped Coms + Laptop + Cellphone + Medical Aid and Pension Fund Benefits.

If you meet the criteria above and wish to apply, email your updated cv to:

R

**Terms and conditions will apply

*Urgent - Vacancy*

*External Insurance Sales Advisor*

*Location: Umhlanga Ridge, Kwa Zulu Natal Based*

*Long Term Insurance Sector*

*Employment type: Permanent + Hybrid*

*Requirements:*
1. Matric + Any Qualification

2. Valid Drivers License essential

3. Reliable own Vehicle essential

4. External sales experience essential, Face-to-Face, B2B, Business Development, Lead Generation etc. 

*Remuneration:*
Offer R8,000 - R15,000** + Uncapped Coms + Laptop + Cellphone + Medical Aid and Pension Fund Benefits.

**Terms and conditions will apply

Business Development Consultant

Personal & Commercial Lines | Short-Term Insurance

?? Locations:
• KwaZulu-Natal (KZN)
• Gauteng
• Western Cape
• Eastern Cape

Role Purpose

We are seeking committed, driven, and results-oriented Business Development Consultants who thrive both independently and within a team environment. The successful candidate will be responsible for writing new business in line with company targets, focusing primarily on motor, household domestic insurance, and commercial lines.

Minimum Requirements

? Matric
? FAIS-accredited Tertiary Qualification (120 credits)
? Valid driver’s licence & own vehicle
? RE5 – Essential
? COB: Short-Term Personal & Commercial Lines (advantageous)
? Minimum 1 year face-to-face sales experience (essential)

Remuneration & Benefits

?? Basic Salary: R15,000 – R20,000 CTC per month (Negotiable)
?? Uncapped Commission
?? Laptop & ?? Cellphone provided
?? R350 Technology Allowance per month
?? Medical Aid & ?? Pension Benefits

How to Apply

?? Email your updated CV to:

Business Development Consultant – Short-Term Insurance

Location:

DBN, CPT and JHB

Employment Type:

Full-Time

About the Role:

We are seeking a driven and results-oriented Business Development Consultant to grow our short-term insurance book across commercial and personal lines. The successful candidate will be responsible for generating new business, building strong client relationships, and delivering tailored insurance solutions.

Key Responsibilities:

• Identify and develop new business opportunities in commercial and personal short-term insurance
• Conduct needs analysis and provide appropriate insurance solutions
• Build and maintain strong relationships with clients and stakeholders
• Meet and exceed monthly and annual sales targets
• Prepare and present quotations, proposals, and policy documentation
• Ensure compliance with FAIS and industry regulations
• Maintain accurate client records and follow up on renewals and leads
• Minimum Requirements:
• Minimum 2 years’ sales experience in commercial and personal short-term insurance
• RE5 qualification (non-negotiable)
• FAIS compliant
• Valid driver’s licence and own reliable vehicle

• Proven track record of meeting or exceeding sales targets
• Strong communication, negotiation, and relationship-building skills
• Skills & Competencies:
• Strong business development and prospecting ability
• Excellent interpersonal and presentation skills
• Target-driven with a proactive approach
• Ability to work independently and manage time effectively
• Professional, ethical, and client-focused

Package & Benefits:

• R15000 Basic salary
• Commission and performance-based incentives
• Pension and Medical Aid
• Tech Allowance 

Growth and development opportunities

How to Apply:

Interested candidates may submit their CV via WhatsApp - 0747091277 (Ref: BDM)

Email:

Only shortlisted candidates will be contacted