SUMMARY:
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POSITION INFO:
Long-Term Insurance Sales Consultant
About the Role:
We are looking for a highly motivated and results-driven Long-Term Insurance Sales Consultant to join our growing team. The successful candidate will be responsible for promoting and selling a range of long-term insurance products to new and existing clients. This role requires excellent sales ability, product knowledge, and a commitment to client service and regulatory compliance.
Key Responsibilities:
- Sell long-term insurance products including life cover, funeral policies, disability, and critical illness insurance
- Identify prospective clients and generate new business through networking, referrals, cold calling, and marketing campaigns
- Conduct thorough financial needs analyses to understand client requirements and offer suitable insurance solutions
- Present product features and benefits clearly and professionally to clients
- Follow up on leads and close sales to meet individual and team targets
- Maintain accurate client records and update policy information regularly
- Assist clients with queries, policy amendments, claims, and renewals
- Ensure full compliance with FAIS, FICA, and other relevant industry regulations
- Stay informed about the latest products, services, and compliance requirements in the insurance sector
- Provide after-sales support and build long-term relationships with clients to encourage retention and referrals
Minimum Requirements:
- Matric / Grade 12 (essential)
- RE5 Certificate (essential)
- FAIS-compliant qualification (minimum of 30 credits or NQF Level 4 in a financial services-related field)
- Class of Business (COB): Long-Term Insurance (advantageous)
- Clear criminal and credit record
- Proficient in MS Office (Word, Excel, Outlook)
- Fluent in English (additional languages advantageous)
- Strong administrative and organisational skills
Experience:
- Minimum of 2 years' experience in long-term insurance sales
- Proven track record of meeting or exceeding sales targets
- Experience conducting client needs analysis and providing tailored insurance solutions
- Knowledge of insurance products, sales techniques, and regulatory frameworks
Key Competencies:
- Strong sales and negotiation skills
- Excellent interpersonal and communication abilities
- Goal-oriented with a drive to exceed targets
- High level of professionalism, ethics, and integrity
- Ability to work under pressure and independently
- Strong customer focus and problem-solving abilities
What We Offer:
- Competitive basic salary plus attractive commission structure
- Full product and compliance training
- Opportunities for career growth and development
- Supportive work environment with performance-based incentives
How to Apply:
Please send your updated CV and supporting documents to with the subject line: Long-Term Insurance Sales Consultant Application.
