RETAIL WORKSITE SALES SPECIALIST

The Legends Agency; Cape Town; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A forward-thinking digital insurance provider is looking for a Retail Worksite Sales Specialist in Cape Town. You will drive the expansion of retail sales by engaging directly with municipal employees at their workplace. Ideal candidates will have at least 2 years of insurance sales experience and a RE5 certification. Competitive salary and comprehensive benefits are offered, along with a dynamic company culture.

Benefits

Life cover

Family funeral and disability insurance

Employee wellness programme

Qualifications

• At least 2 years of experience in insurance sales.
• Proven track record of exceeding sales targets.
• Understanding of PERSAL and stop-order systems.

Responsibilities

• Conducting in-person product engagements at worksites.
• Promoting and selling the company's Family Cover solution.
• Achieving and exceeding sales targets.

Skills

Insurance sales experience

Interpersonal skills

Digital sales processes

Presentation skills

Education

RE5 certification

Matric certificate

Diploma or degree in a relevant field

Job description

About the job RETAIL WORKSITE SALES SPECIALIST

RETAIL WORKSITE SALES SPECIALIST
Claremont, Cape Town | 12-Month Contract | Sales Channel Expansion Project

Company Overview
A forward-thinking digital life insurance provider is redefining how insurance serves South Africans. With a mission to secure the financial future of individuals and families, this innovative insuretech offers flexible, value-driven products tailored for simplicity, accessibility, and impact. Their flagship offerings include life, disability, and funeral cover for families; group insurance for SMEs; and fully managed coverage for domestic workers. As they embark on a new worksite distribution initiative, this is an exciting time to be part of their journey.

Duties & Responsibilities
As a Retail Worksite Sales Specialist, you will drive the expansion of their retail sales channel by engaging municipal employees and large workforce groups directly at their place of work. This is a high-impact role focused on face-to-face sales and community relationship-building.

Key responsibilities will include:

• Conducting in-person product engagements with employees at worksites.
• Promoting and selling the company\'s Family Cover solution.
• Generating and nurturing your leads and converting them into clients.
• Hosting on-site group presentations and individual consultations.
• Completing and submitting digital applications via tablet or laptop.
• Achieving and exceeding weekly and monthly sales targets.
• Ensuring policy activation and monitoring of first-premium payment and policy retention.
• Building and maintaining relationships with worksite and employer contacts.

Desired Experience & Qualifications

• At least 2 years of experience in insurance sales (long- or short-term).
• RE5 certification.
• Matric certificate.
• Proven track record of exceeding sales targets.
• Existing connections or access to Cape Town-based worksites, especially government or municipal entities.
• Proficient in digital sales processes using tablets/laptops.
• Strong interpersonal and presentation skills.
• Understanding of PERSAL and stop-order systems.
• Willingness to travel as needed.
• Based in Cape Town.

Preferred but Not Essential:

• A diploma or degree in a relevant field.
• Previous experience selling funeral and/or life cover.

Package & Remuneration

• Competitive market-related salary.
• Comprehensive benefits including life cover, family funeral and disability insurance, and access to an employee wellness programme.
• Dynamic, inclusive company culture with opportunities for growth and innovation.
• Be part of a purpose-driven, fast-paced team with a strong entrepreneurial spirit.