Field Agents

Icebolethu Group; South Africa; On-site; ZAR 60,000 - 180,000; Full time

Job summary

Icebolethu Group is seeking vibrant Field Agents in the Umtubatuba and Hlabisa areas to drive new business by cold calling and selling funeral assurance products. The role emphasizes client engagement, compliance with FAIS/FSCA regulations, and achieving sales targets.

The ideal candidate will have Matric, 1–2 years in sales or field ops, and strong communication; RE1/RE5 certification and tertiary qualifications are advantageous. Proficiency in MS Word/Excel/Outlook is preferred.

Qualifications

• Matric/Grade 12 is required.
• A relevant tertiary qualification is advantageous.
• RE1 or RE5 certification is advantageous.
• 1-2 years’ experience in sales, customer service or field operations.
• Experience in the funeral assurance, insurance, or financial services is preferred.
• Strong communication and MS Office skills.

Responsibilities

• Promote and sell funeral assurance policies to new and existing clients.
• Deliver excellent customer service and ensure client satisfaction.
• Handle client queries and resolve complaints within service levels.
• Execute client retention strategies to grow the client base.
• Maintain accurate client records and administrative processes.
• Proactively call clients to restructure, retain, or resell policies.
• Ensure compliance with FAIS and FSCA regulations.
• Meet monthly and quarterly sales targets.
• Negotiate policy renewals with clients.

Skills

Sales experience

Customer service

Cold calling

Communication skills

Multilingual

Education

Matric/Grade 12

Tertiary qualification (adv)

RE1/RE5 certification (adv)

Tools

MS Word

MS Excel

MS Outlook

Job description

KZN: Mtubatuba and Hlabisa

REFERENCE NUMBER: FA01/26

SALARY: COMMISSION

INTRODUCTION

Icebolethu Group is an Authorised Financial Service Provider FSP45714 and a Level 1 BBBEE Contributor is South Africa's second largest Funeral Assurance Group. It is also a Winner of the Standard Bank KZN - Top Brand award for 2022, a centre of excellence and a leading provider of dignified burial solutions.

Icebolethu Group is currently in search of vibrant Field Agents in the Umtubatuba and Hlabisa KZN Provinces, who will facilitate bringing in new business through cold calling selling of Icebolethu products. The incumbent should possess but no limited to the following.

Qualifications, Experience & Competence

Minimum Qualifications.

• Matric/ Grade 12
• A relevant tertiary qualification is advantageous
• RE1 or RE5 certification is advantageous

Experience and Knowledge required.

• 1-2 years’ experience in sales, customer service or field operations
• Experience in the funeral assurance, insurance, or financial service sector is preferred
• Background in client engagement and compliant handling will be beneficial
• Computer literate (MS Word, MS Excel, MS Outlook)
• Financial Service Experience (advantageous)
• Clear Credit & Criminal Record

Skills and Competencies required.

• Proven sales ability including cross-selling and upselling
• Proficiency in Microsoft Office (MS Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Customer-centric approach with strong interpersonal skills
• Strong negotiation and conflict resolution abilities
• Honest, reliable, and ethical conduct
• Able to work independently and make sound decisions
• Solid administrative and organizational skills
• Ability to understand and resolve customer concerns effectively
• Proficiency in at least three official languages spoken in the relevant province

Key Performance Areas

• Promote and sell funeral assurance policies to new and existing clients.
• Deliver exceptional customer service and ensure client satisfaction.
• Handle client queries and resolve complaints within the agreed service levels.
• Execute customer retention strategies to maintain and grow client base.
• Maintain accurate client records and ensure proper administrative processes.
• Proactively call clients to restructure, retain, or resell existing policies.
• Ensure compliance with FAIS and FSCA regulations.
• Meet and exceed set monthly and quarterly sales targets.
• Negotiate with clients for contract renewals and policy retention.