Sales Advisor Life Insurance | Talent Pool

FirstRand Bank Limited; Randburg; In loco; ZAR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

FirstRand Group's FNB is seeking a dedicated Sales Advisor in Life Insurance to join a high-performance protection sales team. You will drive outbound sales of life and related protection solutions, provide needs-based advice, and educate customers on policy features while ensuring regulatory compliance.

Deliver exceptional service, build trusted relationships, and achieve sales targets in a dynamic contact-centre environment focused on long-term financial protection for clients and their

Competenze

• 1–3 years of direct sales experience.
• Matric/Grade 12.
• FAIS compliance with a valid DOFA where applicable.
• Experience selling long-term insurance products within FAIS regulatory requirements.

Mansioni

• Engage customers through outbound channels to discuss life insurance needs.
• Identify customer circumstances and recommend protection solutions.
• Drive sales targets in a structured, target-driven environment.
• Educate customers on product features, benefits, policy terms and coverage options.
• Deliver high-quality customer service while complying with regulatory requirements.
• Build trusted relationships by providing needs-based insurance advice.

Conoscenze

Direct sales experience

Outbound sales

Customer service

Needs-based selling

Formazione

Matric/Grade 12

Certificate in Banking (NQF Level 5) or higher

Descrizione del lavoro

Job Description

Hello Future Sales Advisor Life Insurance Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As a Sales Advisor, you will join a dedicated Life Insurance sales team, where you will be responsible for driving outbound sales of protection solutions that help customers secure their financial future and protect their loved ones.

Key Responsibilities

• Engage customers through outbound channels to discuss their life insurance and protection needs.
• Identify customer circumstances and recommend tailored life, funeral, disability, and income protection solutions.
• Drive sales performance within a structured, target-driven environment.
• Educate customers on product features, benefits, policy terms, and coverage options.
• Deliver a high standard of customer service while adhering to compliance and regulatory requirements.
• Build trusted customer relationships by providing responsible and needs-based insurance advice.

These opportunities are suited to individuals who thrive in a high-performance sales culture, while also recognising the importance of helping customers make informed decisions about their financial protection and long-term security.

What You’ll Get

• Develop specialist expertise in life and risk protection products.
• Build a strong foundation in consultative and needs-based sales methodologies.
• Gain exposure to financial services, insurance solutions, and customer financial wellness.
• Grow your career within one of FNB's leading protection and insurance sales environments.

Ideal Candidate Profile

• A minimum of 1 to 3 years of experience in direct sales.
• Matric/Grade 12.
• Non-negotiable Certificate in Banking equivalent to NQF Level 5 Diploma or Degree would be advantageous.
• FAIS compliant, with a valid Date of First Appointment (DOFA), where applicable.
• Experienced in selling long-term insurance products and operating within FAIS regulatory requirements.

We are looking for a self-starter. Passionate about sales and performance-driven environments. Motivated by targets, incentives, and continuous improvement. Comfortable operating in a fast-paced outbound contact centre environment. Skilled at building customer trust and identifying protection needs. Looking to grow within a specialised life insurance sales environment. Passionate about helping customers protect what matters most through appropriate insurance solutions.

Key Responsibilities (continued)

• Execute own work in accordance with the organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and escalated problems for investigation and resolution.
• Identify and escalated risk as normal part of work.
• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.
• Work with enhanced processes and procedures to maintain operational efficiencies.
• Deliver work in an accurate manner to ensure consistent results.
• Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality.
• Adhere to quality standards, turnaround times and Company policies and procedures.
• Complete relevant administration, reporting and updating of information accurately and on time.
• Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.
• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.
• Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.
• Maximise sales by selling packaged financial solutions to clients.
• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfilment processes and timelines to drive and achieve relevant sales targets.
• Maximise cross-selling opportunities.
• Drive adoption of digital and other self-service options across client base.
• Contribute to teamwork and inclusivity within own team.
• Contribute to cost efficiencies through responsible utilisation of work-related resources.
• Achieve expected financial targets and uphold associated service levels.
• Build and maintain stakeholder relationships.
• Deliver customer service through adherence to quality service standards.

You will have access to

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are

• Adaptable and curious
• Analyse complex data sets
• Thrive in a collaborative environment

We look forward to engaging with you! FNB respects your privacy and will process the information you have provided to us in accordance with our privacy notice. This notice highlights what information we collect, why we collect it, how we use it, who we may disclose it to and your rights regarding personal information. Please visit our website to view this notice.

Important Closing Date Note: Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 30/11/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.