Job Summary
Key Responsibilities
Contact warm and cold leads to generate quotes and convert them into active policies.
Conduct needs analysis to recommend suitable short‑term insurance products.
Achieve daily, weekly, and monthly sales targets (quotes, conversions, premium growth).
Upsell and cross‑sell additional cover where appropriate.
Provide professional, accurate, and ethical insurance advice.
Explain policy benefits, exclusions, underwriting requirements, and premium structures.
Handle client queries, objections, and follow‑ups to ensure high conversion and retention.
Maintain strong customer relationships and ensure first‑call resolution.
Adhere to FAIS Fit & Proper requirements, TCF principles, POPIA, and company policies.
Follow scripting, disclosure requirements, and compliance guidelines during all calls.
Ensure accurate capturing of client information and policy details.
Participate in compliance audits and quality assurance reviews.
Update CRM systems with call notes, pipeline status, and policy information.
Work closely with underwriting, claims, and retention teams.
Attend training sessions to maintain up‑to‑date product knowledge.
Submit daily/weekly performance reports.
Error!
Success!
You have successfully created your alert.
You will receive an email when a new job matching your criteria is posted.
Please check your email. It looks like you haven't verified your account yet. Here's what you're missing out on:
- Response from employers
- Being able to log in and update your profile
- Apply for more jobs
Didn't receive the link? Resend Verification Link