Retail Worksite Sales Consultant

Cape National Recruitment Pty Ltd; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment agency is seeking a Retail Worksite Sales Consultant based in Cape Town. The role involves driving sales of Family Cover products by engaging with employees at worksites, generating leads, and conducting digital applications. Candidates must have a Matric certificate, RE5 certification, and a minimum of 1-year sales experience in the insurance industry. Strong interpersonal and tech skills are essential in this customer-focused position.

Qualifications

• Minimum 1-year insurance sales experience.
• Proven track record in consistently meeting/exceeding sales targets.
• Experience with Persal and stop order facilities is ideal.

Responsibilities

• Engage face-to-face with employees at various worksites.
• Promote and sell the Client’s Family Cover to individuals.
• Generate your own leads and convert them into active clients.
• Conduct on-site presentations and one-on-one consultations.
• Process applications digitally using a tablet or laptop.
• Monitor policy activation and persistence.

Skills

Sales experience

Communication skills

Negotiation skills

Interpersonal skills

Tech-savvy

Education

Matric certificate

RE5 certification

Job description

Our client in the insurance industry in Claremont, Cape Town, has a permanent role available for a RETAIL WORKSITE SALES CONSULTANT with solid sales background in long- OR short-term insurance.

As a key sales representative within the worksite channel, you’ll play an active role in introducing our product to employees at their place of work. You will be responsible for identifying prospects, delivering impactful sales engagements, and following through to policy activation and retention.

*** RE5 certification is compulsory ***

What you'll be doing:

Your primary focus will be to drive sales of our Family Cover product via stop-order.

Your duties will include:

• Engage face-to-face with employees at various worksites
• Promote and sell the Client’s Family Cover to individuals
• Generate your own leads and convert them into active clients
• Conduct on-site presentations and one-on-one consultations
• Process applications digitally using a tablet or laptop Meet and exceed weekly/monthly sales targets
• Monitor policy activation (first premium paid) and persistence

Experience and qualifications:

• Matric certificate
• RE5 (compulsory)
• Minimum 1-year insurance sales experience
• Proven track record in consistently meeting/exceeding sales targets
• Experience with Persal and stop order facilities is ideal

Sales and tech skills:

• Comfortable using a tablet or laptop to process sales digitally
• Communication and writing
• Confidence in presenting
• Strong interpersonal and negotiation skills
• Good fluency in English

Work style:

• Analytical thinking, strong organisational and time management skills
• Proactive, adaptable and deadline-driven mindset
• Self-motivated, team player with integrity, professionalism, and a customer-focused approach
• Mobile and willing to travel

Must be based in Cape Town