Sales Agent - Funeral and Life Cover

Job Purpose

The Funeral & Life Cover Sales Specialist is responsible for promoting and selling funeral cover and life insurance products to existing and prospective bank customers through outbound and inbound telephonic engagement. The successful candidate will build customer relationships, identify client needs, provide suitable insurance solutions, and consistently achieve sales targets while maintaining compliance with industry regulations and company standards.

• Contact prospective and existing customers telephonically to market funeral cover and life insurance products.
• Identify customer needs and recommend suitable insurance solutions.
• Explain product features, benefits, pricing, terms, and conditions clearly and accurately.
• Address customer questions, concerns, and objections professionally and effectively.
• Achieve and exceed individual sales and quality targets.
• Maintain accurate customer records and sales activity on the relevant systems.
• Ensure compliance with all banking, insurance, and regulatory requirements.
• Follow up on leads and customer enquiries to maximize conversion rates.
• Deliver exceptional customer service while building long-term client relationships.
• Participate in ongoing product and sales training initiatives.

Minimum Requirements

• Matric (Grade 12).
• NQF Level 6 qualification or higher in Marketing, Communications, Business Management, or a related field.

• Minimum of 12 months' experience in telemarketing, telesales, or contact centre sales and previous experience selling funeral and life cover policies is essential
• Experience working in a banking, financial services, or insurance environment will be beneficial.

• Excellent verbal and written communication skills with the ability to articulate information clearly and confidently.
• Strong objection-handling and negotiation skills.
• Highly persuasive with the ability to influence customer purchasing decisions.
• Pleasant, professional, and customer-focused demeanor.
• Self-motivated and results-oriented.
• Target-driven with a proven ability to achieve sales objectives.
• Exceptional interpersonal and relationship-building skills.
• Strong listening and problem-solving abilities.
• High level of professionalism, integrity, and respectfulness.
• Ability to work under pressure in a fast-paced sales environment.
• Proficient in computer systems and customer relationship management (CRM) platforms.

• Monthly sales targets achieved.
• Conversion rates and policy uptake.
• Call quality and compliance scores.
• Customer satisfaction levels.
• Lead follow-up and conversion success.
• Attendance and productivity metrics.

• Confident and energetic.
• Positive attitude and resilience.
• Professional appearance and conduct.
• Strong work ethic and commitment to excellence.
• Adaptable and eager to learn.
• Team player with the ability to work independently.