Long Term Insurance Sales Consultant

Cape Town, Western Cape, South Africa

Job Description

Long-Term Insurance Sales Consultant
About the Role:
We are looking for a highly motivated and results-driven Long-Term Insurance Sales Consultant to join our growing team. The successful candidate will be responsible for promoting and selling a range of long-term insurance products to new and existing clients. This role requires excellent sales ability, product knowledge, and a commitment to client service and regulatory compliance.
Key Responsibilities:

  • Sell long-term insurance products including life cover, funeral policies, disability, and critical illness insurance
  • Identify prospective clients and generate new business through networking, referrals, cold calling, and marketing campaigns
  • Conduct thorough financial needs analyses to understand client requirements and offer suitable insurance solutions
  • Present product features and benefits clearly and professionally to clients
  • Follow up on leads and close sales to meet individual and team targets
  • Maintain accurate client records and update policy information regularly
  • Assist clients with queries, policy amendments, claims, and renewals
  • Ensure full compliance with FAIS, FICA, and other relevant industry regulations
  • Stay informed about the latest products, services, and compliance requirements in the insurance sector
  • Provide after-sales support and build long-term relationships with clients to encourage retention and referrals
Minimum Requirements:
  • Matric / Grade 12 (essential)
  • RE5 Certificate (essential)
  • FAIS-compliant qualification (minimum of 30 credits or NQF Level 4 in a financial services-related field)
  • Class of Business (COB): Long-Term Insurance (advantageous)
  • Clear criminal and credit record
  • Proficient in MS Office (Word, Excel, Outlook)
  • Fluent in English (additional languages advantageous)
  • Strong administrative and organisational skills
Experience:
  • Minimum of 2 years' experience in long-term insurance sales
  • Proven track record of meeting or exceeding sales targets
  • Experience conducting client needs analysis and providing tailored insurance solutions
  • Knowledge of insurance products, sales techniques, and regulatory frameworks
Key Competencies:
  • Strong sales and negotiation skills
  • Excellent interpersonal and communication abilities
  • Goal-oriented with a drive to exceed targets
  • High level of professionalism, ethics, and integrity
  • Ability to work under pressure and independently
  • Strong customer focus and problem-solving abilities
What We Offer:
  • Competitive basic salary plus attractive commission structure
  • Full product and compliance training
  • Opportunities for career growth and development
  • Supportive work environment with performance-based incentives
How to Apply:
Please send your updated CV and supporting documents to

Skills Required

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Job Detail

  • Job Id
    JD1504456
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, Western Cape, South Africa
  • Education
    Not mentioned