Long-Term Insurance Sales Consultant

Long-Term Insurance Sales Consultant

About the Role:

This role requires excellent sales ability, product knowledge, and a commitment to client service and regulatory compliance.

Key Responsibilities:

• Sell long-term insurance products including life cover, funeral policies, disability, and critical illness insurance
• Identify prospective clients and generate new business through networking, referrals, cold calling, and marketing campaigns
• Conduct thorough financial needs analyses to understand client requirements and offer suitable insurance solutions
• Present product features and benefits clearly and professionally to clients
• Follow up on leads and close sales to meet individual and team targets
• Maintain accurate client records and update policy information regularly
• Assist clients with queries, policy amendments, claims, and renewals
• Ensure full compliance with FAIS, FICA, and other relevant industry regulations
• Stay informed about the latest products, services, and compliance requirements in the insurance sector
• Provide after-sales support and build long-term relationships with clients to encourage retention and referrals

Minimum Requirements:

• Matric / Grade 12 (essential)
• RE5 Certificate (essential)
• FAIS-compliant qualification (minimum of 30 credits or NQF Level 4 in a financial services-related field)
• Class of Business (COB): Long-Term Insurance (advantageous)
• Clear criminal and credit record
• Proficient in MS Office (Word, Excel, Outlook)
• Fluent in English (additional languages advantageous)
• Strong administrative and organisational skills

Experience:

• Minimum of 2 years' experience in long-term insurance sales
• Proven track record of meeting or exceeding sales targets
• Experience conducting client needs analysis and providing tailored insurance solutions
• Knowledge of insurance products, sales techniques, and regulatory frameworks

Key Competencies:

• Strong sales and negotiation skills
• Excellent interpersonal and communication abilities
• Goal-oriented with a drive to exceed targets
• High level of professionalism, ethics, and integrity
• Ability to work under pressure and independently
• Strong customer focus and problem-solving abilities

What We Offer:

• Competitive basic salary plus attractive commission structure
• Full product and compliance training
• Opportunities for career growth and development
• Supportive work environment with performance-based incentives

How to Apply:

Please send your updated CV and supporting documents to