Field Sales Representative

The Legends Agency; Cape Town; On-site; ZAR 30,000 - 60,000; Full time

Job summary

Join a dynamic and entrepreneurial team as a Retail Worksite Sales Specialist, where you'll play a pivotal role in launching an innovative insurance distribution channel. This exciting position focuses on delivering affordable life insurance solutions directly to employees at their workplaces, especially targeting municipal workers and large employer groups. Your responsibilities will include engaging with employees, conducting presentations, and building strong relationships with worksite representatives. This role not only offers career growth within a purpose-driven environment but also provides access to valuable employee benefits, making a real impact in the community.

Benefits

employee benefits including life cover

funeral cover

disability cover

wellness support

Qualifications

• At least 2 years of experience in long- or short-term insurance sales.
• Demonstrated ability to consistently exceed sales targets.

Responsibilities

• Engage face-to-face with employees at various worksites.
• Promote and sell individual life insurance cover.

Skills

worksite

PERSAL

insurance

RE5

Field Sales

Face to Face Sales

Direct Sales

Education

Matric certificate

RE5 certificate

Diploma or degree in a relevant field

Tools

tablet

laptop

Job description

Retail Worksite Sales Specialist/Field Sales Rep Long Term Insurance
Claremont, Cape Town

About the Role:
An exciting new worksite distribution channel is being launched, aimed at delivering innovative individual insurance products directly to employees at their workplaces with a strong initial focus on municipal workers and large employer groups.
As a Retail Worksite Sales Specialist, you will be at the forefront of this rollout, actively engaging with employees on-site and driving the uptake of affordable life insurance solutions.

Key Responsibilities:

• Engage face-to-face with employees at various worksites
• Promote and sell individual life insurance cover
• Generate your own leads and convert them into active clients
• Conduct on-site group presentations and one-on-one consultations
• Digitally process applications using a tablet or laptop
• Meet and exceed weekly and monthly sales targets
• Monitor policy activations (first premiums paid) and ensure policy retention
• Build and maintain strong relationships with worksite representatives and employer contacts

Minimum Requirements:

• At least 2 years of experience in long- or short-term insurance sales
• RE5 certificate
• Matric certificate
• Demonstrated ability to consistently exceed sales targets
• Established access to or relationships with Cape Town-based worksites (especially government or municipal sectors)
• Familiarity with PERSAL and stop-order facilities
• Competence using tablets or laptops for digital processing
• Strong interpersonal and presentation skills
• Willingness to travel locally
• Must be based in Cape Town

Preferred Qualifications & Experience:

• A diploma or degree in a relevant field
• Previous experience selling funeral or life cover

Desired Skills:

• worksite
• PERSAL
• insurance
• RE5
• Field Sales
• Face to Face Sales
• Direct Sales

Desired Work Experience:

• 2 to 5 years Investments, Insurance & Assurance
• 2 to 5 years Representative / Sales Consulting

About The Employer:

- Access to employee benefits including life cover, funeral cover, disability cover, and wellness support
- A dynamic, entrepreneurial, and supportive work environment
- The opportunity to help shape a brand-new sales channel that delivers real community impact
- Career growth within a fast-moving, purpose-driven team