Outbound Sales Call Centre - Medical Insurance

SUMMARY:
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POSITION INFO:

Our client is a leading national consultancy, has a vacancy for a Health Consultant selling Medical Scheme, Health Insurance and Gap Cover products to (qualified) leads through the process of giving financial advice. (Start date January 2026)

We seek candidates who not only possess the necessary outbound call centre sales skills and experience but also resonate with our commitment to exceptional service but also share our commitment to enabling all South Africans to access and retain appropriate medical cover while saving them money.

GENERAL REQUIREMENTS

• Reliable and punctual, with excellent time management
• Professional demeanor
• Own transport
• Be in good health

KEY FUNCTIONS

• Engage Telephonically and electronically
• Needs analysis discussion and comparative quote preparation
• Give the best advice – recommend product that will meet the need of the client and protect the client against identified risks
• Conversion of leads to Health Contracts
• Online & telephonic capturing of sale
• Follow up sale with product house up to activation
• Email relevant FAIS communication with clients up to confirmation of activated cover
• Adhere to all compliance standards and FAIS requirements

QUALIFICATIONS REQUIRED

• National Senior Certificate (Grade 12)
• CMS accredited (not compulsory by advantageous)
• RE5 Certificate (not compulsory by advantageous)
• DOFA record from FSCA (not compulsory by advantageous)
• Inseta record with additional qualifications relevant to financial services industry (Wealth Management NQF level 5 advantageous)

EXPERIENCE REQUIRED

• Previous experience in Direct Marketing and Sales environment
• Medical scheme advice and/or service experience
• Financial and Health Insurance experience (advantageous)
• Regulatory knowledge and compliance with FAIS and FICA legislation (advantageous)

We want people who:

• Are passionate about helping others access meaningful health cover
• Embrace our values of respect, integrity, and transparency
• Demonstrate a collaborative approach and a positive, inclusive mindset
• Want to grow within an organisation that invests in its people
• Are ready to challenge outdated models and drive positive change in the health market

If you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employment purposes. Additionally, you confirm that all information provided is accurate and truthful.