Sales Consultants – Life / Long-Term Insurance

Cf Consulting; Pretoria; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading insurer in South Africa seeks experienced Life and Long-Term Insurance Sales Consultants for their Pretoria team. The role involves engaging clients, conducting financial analyses, and providing tailored insurance solutions. Candidates should possess a minimum of 3 years' sales experience and relevant qualifications. A competitive salary and incentive structure are offered.

Qualifications

• Minimum 3 years' sales experience in life or long-term insurance.
• Strong aspirations to become a Certified Financial Planner (CFP).

Responsibilities

• Engage with clients to offer customized insurance solutions.
• Conduct financial needs analysis and educate clients.
• Achieve sales targets while adhering to compliance.

Skills

Sales Experience

Client Engagement

Attention to Detail

Problem Solving

Education

Matric (Grade 12)

FAIS-compliant qualifications (RE5 and COB3 preferred)

3-year diploma or degree in Financial Planning, Business, Finance, or Economics

Job description

Sales Consultants – Life / Long-Term Insurance

A leading insurer with a strong presence in South Africa and across the continent is looking for experienced Life and Long-Term Insurance Sales Consultants to join their Pretoria-based team.

If you are a results-driven sales professional with a passion for life and long-term insurance, meet the following requirements and apply today!

Key Requirements:

• Life / Long-Term Insurance Sales Experience
• A minimum of 3 years' sales experience specifically in the life or long-term insurance industry.
• The ability to engage clients professionally and digitally to deliver tailored long-term insurance solutions.

Minimum Requirements:

• Matric (Grade 12) is essential.
• FAIS-compliant qualifications (RE5 and COB3 preferred).
• A 3-year diploma or degree in Financial Planning, Business, Finance, or Economics (minimum NQF Level 5).
• Strong aspirations to become a Certified Financial Planner (CFP).

Remuneration:

Competitive basic salary plus a lucrative incentive structure based on performance.

Key Responsibilities:

• Proactively engage with prospective clients to offer customised life and long-term insurance solutions based on their financial needs.
• Conduct financial needs analysis and educate clients on the tax and legal implications of long-term insurance products.
• Present and sell risk insurance products effectively, leveraging digital client engagement tools.
• Ensure accurate client information capture and complete all administrative and reporting tasks within set deadlines.
• Achieve sales targets while adhering to compliance and regulatory requirements.
• Provide timely resolution of client queries, ensuring exceptional customer service.
• Build and maintain strong client and stakeholder relationships.
• Continuously enhance industry knowledge and contribute to innovation in financial advisory services.

Competencies Required:

• Strong attention to detail.
• Problem-solving and decision-making skills.
• Ability to meet deadlines and manage multiple tasks effectively.
• Adaptability to different buyer behaviours.
• Commitment to professional standards and ethical conduct.

We welcome all applications from candidates that meet the above set requirements.

Kindly regard your application as unsuccessful should you not hear from us within 14 days from the date of application.

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• We may retain your personal information in our database for future matching.
• We may contact you for your consent to submit your CV to suitable vacancies.
• The information you have submitted is true, correct, and up to date.