RETAIL WORKSITE SALES SPECIALIST

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

Job summary

A leading digital life insurance provider is seeking a Retail Worksite Sales Specialist in Cape Town. The role involves expanding retail sales through direct engagement with municipal employees and large workforce groups. With responsibilities spanning product promotion and relationship building, this position offers a dynamic company culture and numerous opportunities for personal and professional growth.

Benefits

Comprehensive benefits including life cover

Access to employee wellness programme

Opportunities for growth and innovation

Qualifications

• At least 2 years of experience in insurance sales.
• Proven track record of exceeding sales targets.
• Existing connections to Cape Town-based worksites preferred.

Responsibilities

• Conduct in-person product engagements with employees at worksites.
• Promote and sell the company's Family Cover solution.
• Host group presentations and individual consultations.

Skills

Interpersonal skills

Presentation skills

Sales

Digital sales processes

Education

Matric certificate

RE5 certification

Diploma or degree in relevant field

Job description

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

Minimum Requirements:

• 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.