Pretoria: Sales Consultants – Life/Long-Term Insurance posted by CF & I Consulting
Posted on 2025-06-17 00:00:00
| Employer | CF & I Consulting |
|---|---|
| Category | Banking |
| Location | Gauteng / Pretoria |
Job Summary
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 Requirement: Life/Long-Term Insurance Sales Experience
To be successful in this role, you must have:
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.
By submitting your information, you confirm that:
- 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.
- That the information you have submitted is true, correct, and up to date.
Click Go Apply to apply online!
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