Consultant, Pro Active Sales

Roodepoort, GP, ZA, South Africa

Job Description

Job Overview

Business Segment:

Insurance & Asset Management

Location:

ZA, GP, Roodepoort, 4 Ellis Street

Job Type:

Full-time

Job Ref ID:

80425060A-0001

Date Posted:

1/19/2026







To provide an efficient and effective point of contact for new and existing Consumer Clients within the contact center. To provide advise/intermediary services on multiple insurance product, service and retain existing clients. To ensure that the clients' Insurance needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new business and client expectations.



Qualifications



Type of Qualification:

Diploma

Field of Study:

FAIS Recognized Qualification



NQF Level 5



RE5



COB Long and Short Term Insurance



Experience Required

Insurance



3 - 4 years experience in dealing with insurance products and Insurance customers. Proven sales and quality assurance track record in the financial services industry, pro-active sales and servicing experience i.e. and good stakeholder management experience. Role includes Sales, upselling, cross-selling and servicing across long term, short-term and commercial products.



Additional Information



Behavioural Competencies:



Interacting with People

Managing Tasks

Meeting Timescales

Providing Insights

Team Working

Upholding Standards



Technical Competencies:



Attitude of Customer Experience

Banking Process & Procedures

Client Retention

Customer Understanding ( Consumer Banking)

Mind of Customer Experience

Insurance Products & Services

Product Related Systems (Consumer Banking)

Risk Identification



Please note:

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Job Detail

  • Job Id
    JD1642725
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Roodepoort, GP, ZA, South Africa
  • Education
    Not mentioned