Insurance sales consultants

CallForce; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance company in Cape Town seeks an Insurance Sales Agent to convert customer inquiries into policy sales. The role involves handling calls, understanding customer needs, and recommending suitable funeral and life insurance plans. Candidates should have a Matric certificate and previous experience in insurance sales. This position offers supportive training and growth opportunities.

Benefits

Supportive training and development

Growth opportunities

Local working times

Qualifications

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

Responsibilities

• Handle inbound and outbound calls from potential customers.
• Recommend suitable insurance policies based on customer needs.
• Meet or exceed sales KPIs and handle policy-related inquiries.

Skills

Empathy

Sales skills

Customer service

Education

Matric / Grade 12 certificate

Job description

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

What We Offer:

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