Outbound Insurance Sales Consultant (Funeral & Life Plans)

Cari; Gqeberha; On-site; ZAR 167,000 - 246,000; Full time

Job summary

Standard Bank Group in South Africa seeks a proactive telesales professional to drive funeral plans and life insurance sales within Personal Banking. The role operates on a 12-month fixed-term contract, focusing on identifying client protection needs and achieving cross-sell targets while ensuring regulatory compliance.

Responsibilities include outbound prospecting, needs-based dialogue, campaigns execution, clear product explanations, and accurate recording of applications per FAIS requirements.

Qualifications

• Minimum 12 months' continuous experience in a target-driven telesales environment.
• FAIS Fit and Proper requirements for the role.
• Basic understanding of banking or insurance products is advantageous.

Responsibilities

• Proactively sell and cross-sell Funeral Plans and Life Insurance products through outbound telesales and virtual client engagement.
• Identify client insurance needs through effective questioning and needs-based conversations.
• Execute outbound sales campaigns and convert opportunities into sales.
• Explain insurance product features, premiums and policy conditions clearly for informed decisions.
• Accurately capture and process applications and maintain client records per FAIS and compliance requirements.

Skills

Outbound telesales

Target-driven

Communication skills

Education

National Certificate in Banking (NQF 5)

Tools

CRM systems

Job description

Standard Bank Group in South Africa seeks a proactive telesales professional to drive funeral plans and life insurance sales within Personal Banking. The role operates on a 12-month fixed-term contract, focusing on identifying client protection needs and achieving cross-sell targets while ensuring regulatory compliance.

Responsibilities include outbound prospecting, needs-based dialogue, campaigns execution, clear product explanations, and accurate recording of applications per FAIS requirements.