Financial Service Sales Consultant - Funeral Cover

Rosstone Professional Solutions; Gauteng; On-site; ZAR 240,000 - 360,000; Part time

Job summary

Rosstone Professional Solutions in Gauteng, South Africa, seeks a high-performing Financial Service Sales Consultant to drive funeral cover and other financial services sales through outbound calls. You will operate in a target-driven environment with a focus on customer protection and compliant practice.

The role requires proven call centre experience, strong closing skills, and ability to manage CRM records while building client relationships.

Qualifications

• Minimum 1 year outbound call centre sales experience.
• Proven success selling financial services products, funeral cover experience strongly preferred.
• Strong objection-handling, negotiation, and closing abilities.
• Excellent communication and customer engagement skills.
• Experience working towards and exceeding sales targets and KPIs.
• Matric (Grade 12) essential; FAIS accreditation and/or RE5 qualification advantageous.
• Willing to work different shifts; ideally under 35 years old.

Responsibilities

• Generate sales through outbound calls to prospective and existing customers.
• Promote and sell funeral cover products while identifying cross-selling opportunities.
• Build customer relationships and provide professional product guidance.
• Maintain accurate customer records and pipeline activity in CRM systems.
• Consistently achieve call, conversion, and sales targets while maintaining compliance standards.

Skills

Outbound call centre sales

Financial services product sales

CRM systems

MS Office

Education

Matric (Grade 12)

FAIS accreditation / RE5 advantageous

Job description

We are seeking a high-performing Financial Service Sales Consultant with a proven track record in call centre sales and financial services product sales, particularly within the funeral cover industry. This is an opportunity for a results-driven professional who thrives in a target-based environment and is passionate about helping customers secure financial protection for themselves and their families.

Key Requirements

• Minimum 1 year of outbound call centre sales experience
• Proven success selling financial services products, with funeral cover experience strongly preferred
• Strong objection-handling, negotiation, and closing abilities
• Excellent communication and customer engagement skills
• Experience working towards and exceeding sales targets and KPIs
• Proficiency in CRM systems and Microsoft Office
• Matric (Grade 12) essential
• FAIS accreditation and/or RE5 qualification advantageous
• Willing to work different shifts
• Ideally individuals under the age of 35 years

Key Responsibilities

• Generate sales through outbound calls to prospective and existing customers.
• Promote and sell funeral cover products while identifying cross-selling opportunities.
• Build customer relationships and provide professional product guidance.
• Maintain accurate customer records and pipeline activity in CRM systems.
• Consistently achieve call, conversion, and sales targets while maintaining compliance standards.

If you are a resilient, target-driven sales professional with strong call centre experience and a passion for selling funeral cover products, we would like to hear from you.