Sales Advisor Life Insurance | Talent Pool
Core
Outbound sales advisor selling life, funeral, disability, and income protection solutions to secure customers' financial future.
Role type
Outbound sales advisor (life insurance)
Builds
Protection solutions (life, funeral, disability, income) for individual customers
Domain
Financial services / Insurance
Required skills
Outbound sales, consultative selling, needs analysis, regulatory compliance (FAIS), customer relationship building, sales target achievement, cross-selling
Preferred skills
Banking certificate (NQF Level 5), diploma or degree, experience with long-term insurance products, self-starter mindset
Technologies
Digital self-service options, sales scorecards, pipeline management tools
Responsibilities
Engage customers via outbound channels to discuss protection needs, recommend tailored insurance solutions, educate customers on product features and terms, achieve sales targets and cost ratios, maintain specialized knowledge of approved products and procedures, maximize cross-selling opportunities, drive adoption of digital options, complete administration and reporting accurately.
Seniority
Junior to Mid-level (1-3 years experience)