Sales Agent

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

Job summary

A leading insurance provider in Cape Town is seeking an Insurance Sales Agent to handle customer inquiries and convert them into sales. The ideal candidate will have experience in selling funeral cover, excellent communication skills, and a clear record. Responsibilities include maintaining compliance with industry regulations and achieving sales targets. This role offers a supportive environment and the opportunity for professional growth.

Qualifications

• Previous experience selling funeral cover or related insurance is essential.
• Clear credit and criminal record (vetting required).

Responsibilities

• Handle inbound and outbound calls from customers interested in insurance.
• Recommend suitable policy or package based on customer needs.
• Meet or exceed sales KPIs, including conversion rates.

Skills

Empathy

Active listening

Sales techniques

Education

Matric / Grade 12 certificate

Job description

Overview

Insurance Sales Agent

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.

Responsibilities

• 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