Job PurposeThe Field Sales Agent is responsible for generating new business, promoting non-life insurance products as well as providing professional insurance advice to prospective and existing clients. The role involves prospecting, conducting client needs analyses, generating quotations, closing sales, and maintaining long-term customer relationships while ensuring compliance with all regulatory and company requirements.
Job OutputsSales Generation
Identify and develop new business opportunities through prospecting, networking, referrals, and Employer group interactions. Conduct face-to-face client meetings and presentations. Generate and convert qualified leads into policy sales. Meet and exceed monthly sales and premium targets. Build and maintain a strong sales pipeline
Client Needs Analysis
Assess clients' insurance needs and risk exposures. Recommend appropriate non-life insurance solutions based on client requirements. Explain policy benefits, exclusions, excesses, and terms and conditions.
Quotation and Policy Administration
Prepare and present accurate insurance quotations. Assist clients with completing application forms and supporting documentation. Ensure all information submitted is accurate and complete. Facilitate policy issuance and onboarding of new clients.
Relationship Management
Develop and maintain strong relationships with clients. Conduct regular follow-up visits and policy reviews. Identify opportunities for cross-selling and upselling additional insurance products. Address customer queries and service requests efficiently by referring queries to customer service. Attend all interactions with EP in Gauteng, whether Wellness days, training, activations, meetings, presentations etc. Build and maintain relationships with key Employer Partner stakeholders and employees in collaboration with the KAC. Make and attend personal meetings with prospects at EP’s.
Register Compliance and Governance
Ensure compliance with FAIS, POPIA, FICA, TCF, and all applicable insurance regulations. Maintain accurate records of client interactions and sales activities, (Record of advice, recordings of all conversations, Needs analysis, Quote schedules, notes on all conversations with customers) Adhere to company policies, procedures, and ethical standards.
Market Intelligence
Monitor competitor activities and market trends. Provide feedback on customer needs and market opportunities. Participate in sales campaigns, promotions, and community engagement initiatives
Required Qualifications
National Senior Certificate (Matric/Grade 12) - Essential FSCA Recognized qualification- Essential Regulatory Examination 5 (RE 5) – Essential
Required Experience
2-3 years’ experience in direct client sales 2-3 years’ experience in non-life (short term insurance) experience 2-3 years’ experience face-to-face customer engagement
Competencies; Knowledge and Skills
Code EB: Articulated motor vehicle licence - essential Computer literate (Microsoft Office) Knowledge of applicable legislation Customer centricity Attention to detail Up to date knowledge of regulatory landscape within the financial sector Industry knowledge Written and verbal communication skills Tech-savvy Time management Organizational skills Interpersonal skills Coping under pressure Conflict handling skills Record Management
How To Apply
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Click the Apply Now button above.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
