SUMMARY:
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POSITION INFO:
Insurance Sales Agent
Are you passionate about helping families secure their peace of mind? Join our team as an Insurance Sales Consultant converting inbound and outbound customer inquiries into insurance policy sales by providing accurate product information, handling objections, and ensuring all interactions comply with regulatory and campaign standards. The consultant is responsible for delivering a professional, empathetic, and persuasive customer experience.
Your Role:
Handle inbound and outbound calls from customers interested in insurance or responding to marketing campaigns.
Actively listen to understand customer needs and recommend the most suitable policy or package.
Sell funeral, life and legacy cover plans confidently while maintaining empathy and professionalism.
Use upselling or cross-selling techniques where relevant (e.g. family cover add-ons).
Accurately capture and verify customer information, ensuring all regulatory disclosures are made.
Maintain knowledge of all funeral policy features, terms, exclusions, and benefits.
Ensure compliance with FAIS, TCF (Treating Customers Fairly), and other industry regulations.
Meet or exceed sales KPIs, including conversion rate, quality assurance, and call handling targets.
Handle basic policy-related inquiries and objections efficiently.
Escalate complex queries or complaints appropriately.
Requirements:
• Matric / Grade 12 certificate (compulsory)
• Clear credit and criminal record (vetting required)
• Previous experience selling funeral cover or related insurance is essential
