Insurance sales consultants

CallForce; Cape Town; On-site; ZAR 180,000 - 250,000; Full time

Benefits offered by this job

Supportive training and development

Growth opportunities

Local working times

Job summary

CallForce in Cape Town is looking for an Insurance Sales Agent to join their team. This role includes converting customer inquiries into insurance policy sales while providing comprehensive product information and support.

The ideal candidate should have a Matric certificate and previous experience in selling funeral or related insurance. Supportive training and growth opportunities within a leading financial brand are offered.

Qualifications

• Clear credit and criminal record required.
• Previous experience selling funeral cover or related insurance is essential.

Responsibilities

• Handle inbound and outbound calls from customers interested in insurance.
• Sell funeral, life, and legacy cover plans confidently.
• Ensure compliance with FAIS and TCF regulations.

Skills

Sales skills

Empathy

Customer service

Education

Matric / Grade 12 certificate

Job description

Overview

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.

Responsibilities

• 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.

Qualifications

• Matric / Grade 12 certificate (compulsory)
• Clear credit and criminal record (vetting required)
• Previous experience selling funeral cover or related insurance is essential

Benefits

• Supportive training and development
• Growth opportunities with a leading financial brand
• Hours: Local working times
• Location: South Africa - Cape Town CBD