Retail Worksite Sales Representative

Believe Resourcing; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A digital life insurance provider in Cape Town is seeking a Retail Worksite Sales Representative to promote and sell their Family Cover products. The candidate should have at least 2 years of experience in insurance sales, proven success in meeting sales targets, and the ability to engage effectively with employees at various worksites. This role offers a competitive salary along with additional benefits.

Benefits

Life insurance

Family funeral cover

Disability cover

Employee wellness program

Qualifications

• Minimum of 2 years’ experience in insurance sales.
• Proven track record of exceeding sales targets.
• Ability to use digital tools for processing applications.

Responsibilities

• Engage face-to-face with employees at various worksites.
• Promote and sell Family Cover to individuals.
• Generate leads and convert them into active clients.
• Conduct on-site presentations and consultations.
• Process applications digitally using a tablet or laptop.
• Meet and exceed sales targets.
• Monitor policy activation and persistency.
• Build and maintain relationships with worksite contacts.

Skills

Interpersonal skills

Sales experience

Confidence in presenting

Lead generation

Education

Matric certificate

RE5 certificate

Tools

Tablet

Laptop

Job description

Job Title: Retail Worksite Sales Representative

Location: Claremont, Cape Town

Type: Full-Time, Permanent

Salary: R13000 - R16000 + Commission

What’s On Offer

A chance to join a fast-growing, mission-driven digital life insurance provider that’s reshaping the South African insurance landscape. You’ll have the opportunity to make a real impact while building strong relationships and helping secure the financial futures of thousands of people.

• Salary: Competitive and market-related
• Security and peace of mind: Life insurance, family funeral cover, disability cover, and employee wellness program
• Culture: Supportive and dynamic work environment — entrepreneurial, fast-paced, and grounded in psychological safety

About the Client

Our client is a disruptive digital life insurance company on a mission to secure the financial futures of millions of South Africans. They offer flexible, great-value life insurance products that are simple, accessible, and backed by powerful technology.

About the Role

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

Responsibilities

• Engage face-to-face with employees at various worksites
• Promote and sell our 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 and monthly sales targets
• Monitor policy activation (first premium paid) and policy persistency
• Build and maintain strong relationships with worksite contacts and employer representatives

Requirements

Experience & Qualifications:

• Preferably has existing access to, and relationships with, Cape Town-based government worksites
• Ideally has experience with persal and stop order facilities
• Minimum of 2 years’ experience in long- or short-term insurance sales (flexible)
• RE5 certificate
• Matric certificate
• Proven track record of consistently exceeding sales targets
• Comfortable using a tablet or laptop to process sales digitally
• Strong interpersonal skills and confidence in presenting
• Willingness to travel
• Experience with Persal and stop order facilities is ideal
• Completed/Completing FSCA recognized qualification in line with DOFA
• Mobile and willing to travel
• Must be based in Cape Town