Sales Agent

Callforce; Cape Town; On-site; ZAR 167,400 - 279,000; Full time

Job summary

Callforce in Cape Town is hiring an Insurance Sales Consultant to convert inbound and outbound inquiries into funeral, life and legacy cover sales, delivering accurate product information with empathy and professionalism.

You will actively listen, assess client needs, upsell family cover add-ons, verify details, and ensure compliance with FAIS, TCF and campaign standards while meeting sales KPIs.

Matric/Grade 12 is compulsory; clear record; prior funeral cover sales experience is essential.

Qualifications

• Experience in selling funeral cover or related insurance is essential.
• Ability to meet or exceed sales KPIs.
• Ability to handle inbound and outbound calls with professionalism.

Responsibilities

• Handle inbound and outbound calls from customers interested in insurance.
• Actively listen to understand customer needs and recommend the most suitable policy.
• Sell funeral, life and legacy cover plans with empathy and professionalism.
• Use upselling or cross-selling techniques where relevant (family cover add-ons).
• Accurately capture and verify customer information and ensure regulatory disclosures.
• Maintain knowledge of policy features, terms, exclusions and benefits.
• Ensure compliance with FAIS, TCF and other regulations.
• Escalate complex queries or complaints appropriately.

Skills

Sales skills

Active listening

Objection handling

Upselling

Education

Matric / Grade 12

Job description

Creating purposeful careers as we build the future of contact centre solutions

Are you passionate about helping families secure their peace of mind? Join our team as an Insurance Sales Consultant converting inbound and outbound customer inquiries into insurance policy sales by providing accurate product information, handling objections, and ensuring all interactions comply with regulatory and campaign standards. The consultant is responsible for delivering a professional, empathetic, and persuasive customer experience.

Your Role

• Handle inbound and outbound calls from customers interested in insurance or responding to marketing campaigns.
• Actively listen to understand customer needs and recommend the most suitable policy or package.
• Sell funeral, life and legacy cover plans confidently while maintaining empathy and professionalism.
• Use upselling or cross-selling techniques where relevant (e.g. family cover add-ons).
• Accurately capture and verify customer information, ensuring all regulatory disclosures are made.
• Maintain knowledge of all funeral policy features, terms, exclusions, and benefits.
• Ensure compliance with FAIS, TCF (Treating Customers Fairly), and other industry regulations.
• Meet or exceed sales KPIs, including conversion rate, quality assurance, and call handling targets.
• Handle basic policy-related inquiries and objections efficiently.
• Escalate complex queries or complaints appropriately.

Requirements

• Matric / Grade 12 certificate (compulsory)
• Clear credit and criminal record (vetting required)
• Previous experience selling funeral cover or related insurance is essential

Skills

Business Process Outsourcing (BPO) Insurance