Field Sales Representative

About the position

Retail Worksite Sales Specialist/Field Sales Rep Long Term Insurance
Claremont, Cape Town

About the Role:
An exciting new worksite distribution channel is being launched, aimed at delivering innovative individual insurance products directly to employees at their workplaces with a strong initial focus on municipal workers and large employer groups.
As a Retail Worksite Sales Specialist, you will be at the forefront of this rollout, actively engaging with employees on-site and driving the uptake of affordable life insurance solutions.

Key Responsibilities:

• Engage face-to-face with employees at various worksites
• Promote and sell individual life insurance cover
• Generate your own leads and convert them into active clients
• Conduct on-site group presentations and one-on-one consultations
• Digitally process applications using a tablet or laptop
• Meet and exceed weekly and monthly sales targets
• Monitor policy activations (first premiums paid) and ensure policy retention
• Build and maintain strong relationships with worksite representatives and employer contacts

Minimum Requirements:

• At least 2 years of experience in long- or short-term insurance sales
• RE5 certificate
• Matric certificate
• Demonstrated ability to consistently exceed sales targets
• Established access to or relationships with Cape Town-based worksites (especially government or municipal sectors)
• Familiarity with PERSAL and stop-order facilities
• Competence using tablets or laptops for digital processing
• Strong interpersonal and presentation skills
• Willingness to travel locally
• Must be based in Cape Town

Preferred Qualifications & Experience:

• A diploma or degree in a relevant field
• Previous experience selling funeral or life cover

Desired Skills:

• worksite
• PERSAL
• insurance
• RE5
• Field Sales
• Face to Face Sales
• Direct Sales

Desired Work Experience:

• 2 to 5 years Investments, Insurance & Assurance
• 2 to 5 years Representative / Sales Consulting

About The Employer:

- Access to employee benefits including life cover, funeral cover, disability cover, and wellness support
- A dynamic, entrepreneurial, and supportive work environment
- The opportunity to help shape a brand-new sales channel that delivers real community impact
- Career growth within a fast-moving, purpose-driven team