62 Medical Aid Health Insurance And Gap Cover Specialist Kloof jobs in South Africa

Insurance Sales Team Leader

Department: Sales (Bank Insurance Campaign)
Reports To: Operations Manager
Location: Cape Town CBD

Job Purpose:

To lead and manage a high-performing team of insurance sales agents in a BPO environment, ensuring that sales targets, compliance requirements, and service levels are consistently met or exceeded. The role focuses on driving team performance, providing coaching, and ensuring strict adherence to industry regulations.

Key Responsibilities:

• Manage a team of inbound or outbound sales agents selling life and legacy, funeral, or short-term insurance products.
• Drive the achievement of daily, weekly, and monthly sales targets (e.g., conversions, policy activations, premium targets).
• Monitor real-time performance metrics including talk time, adherence, QA scores, and sales compliance.
• Conduct regular coaching sessions, call listening, and performance feedback to improve agent capability.
• Ensure 100% compliance with regulatory frameworks during all sales processes.
• Collaborate with QA, Training, and Compliance departments to ensure quality and policy alignment.
• Handle escalations from agents and clients, ensuring a professional and compliant resolution.
• Maintain accurate records of team performance and prepare reports for management and client reviews.
• Assist in recruitment, onboarding, and mentoring of new sales agents.
• Drive motivation, engagement, and recognition initiatives within the team.

Minimum Requirements:

• Clear criminal record 
• Clear ITC

Education:

• Matric / Grade 12 (essential)
• FAIS accredited (RE5) – advantageous

Experience:

• 2+ years’ experience in a BPO or call center environment on an insurance sales campaign
• Knowledge of regulatory requirements
• Proven track record in exceeding sales targets through team leadership

Technical Skills:

• Strong Excel/Google Sheets skills for tracking and reporting
• Familiar with QA scorecards, scripting, and compliance frameworks

Key Competencies:

• Target-driven and results-oriented
• Strong leadership and coaching ability
• High attention to compliance and quality
• Excellent communication and conflict resolution skills
• Analytical and performance-focused mindset
• Ability to thrive in a fast-paced, KPI-driven environment

Are you a driven and tenacious sales consultant ready to elevate your career in a high-performing insurance brokerage team? We’re looking for experienced Senior Life Insurance Sales Consultants to join a customer-focused and compliant outbound sales environment.

What You’ll Do:

• Conduct fact finds to understand the customers’ needs and motivations for life insurance
li>Help customers find the right level of cover that meets their needs and is cost effective
• Deliver fair and positive customer outcomes
• Ensure high levels of compliance and maintain detailed and accurate call notes
• Maximize every opportunity on each call, whilst managing follow up callbacks where needed
• Maintain professionalism and integrity in all customer interactions
• Support your team and contribute to a vibrant, success-driven culture

What You’ll Need:

• Proven success in outbound B2C telephone-based sales
• Experience working in a regulated environment
• Demonstrated ability to assist customer in understanding how available products meet their needs
• Strong verbal and written communication skills
• Self-motivated and resilient under pressure
• Comfortable working in a structured and fast-paced setting

Desirable Experience:

• Previous insurance or financial services sales
• Mentoring experience

Knowledge & Skills Required:

• Excellent rapport-building, listening, and influencing skills
• Detail-oriented with strong fact-finding ability
• Adaptable and customer-focused mindset
• Basic IT proficiency (computer skills, emails, call systems)

Qualifications:

• Matric Certificate (Grade 12) or equivalent
• Insurance industry qualifications are advantageous but not essential

The New Business Development Manager primarily focuses on identifying potential clients, presenting them with suitable product proposals and confirming policy sales. He/she must build relationships with clients to ensure retention of business and facilitate new business. An extensive knowledge of products and providers is necessary. The New Business Development Manager is responsible for complete and accurate administration related to all policies and clients.

EDUCATION/TRAINING

• Short-term Insurance qualification
• RE 5
• Product Specific Training
• Class of Business – Commercial and Personal Lines
li >CPD hours in current cycle

CORE COMPETENCIES

• Excellent communication skills
• Attention to detail
• Proven sales and marketing skills
• Negotiation skills
• High level of administration skills (Filing/record keeping)
• Ability to analyse and make decisions
• Proficient in Microsoft office suite, specifically Word and Excel
• Sound knowledge Insurers and insurance products
• Knowledge of the Insurance industry in general
• Experience on insurance systems such as Flexi and Cardinal 360
• Time management
• Ability to work under pressure

EXPERIENCE

Eight years in the insurance industry with at least five of these interacting with Commercial, Transport and Personal Lines clients.

Insurance Sales Consultant - Hippo (KZN)

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Engage in inbound or outbound policy sales based on leads and campaigns. Initiate customer relationships, meet KPIs, conduct needs analysis, and propose solutions. Requires solid knowledge of products, market, and brand growth focus.

1. Customer Relationships Development: Make calls to develop new relationships or serve as the first point of contact.
2. Customer Needs Clarification: Interview customers to clarify requirements, using complex sales scripts, and take detailed notes.
3. Sell Customer Propositions: Identify and explain products/services that meet customer needs, influence purchase decisions, and propose quantities within policies and procedures.
4. Operational Compliance: Adhere to organisational policies, procedures, and regulatory codes, maintaining required standards.
5. Customer Relationship Management (CRM) Data: Schedule callbacks and record interactions accurately in the CRM system.
6. Performance Management: Prioritize workflow, meet productivity and quality standards, and use systems to improve performance.
7. Personal Capability Building: Stay updated on policies and regulations through online training and assessments.
8. Sales Opportunities Creation: Generate potential customer leads through referrals and recommendations.

Grade 12/SAQA Accredited Equivalent (Essential)

2-3 years telephonic sales experience (Essential); Financial Services Industry experience (Advantageous).

• Sales Consultant - VAPS Broker Sales (Advisory) Durban
• Sales Consultant - VAPS Lifestyle Team (Durban)
• Sales Consultant (KwaZulu-Natal)

We are an Authorised Financial Services Provider specialising in Direct Sales and Marketing. We are looking for individuals who will be required to promote and sell our products. If you have leadership qualities and are a team player, this opportunity is for you.

1. Selling insurance policies face-to-face to clients.
2. Explaining policy terms, conditions, and benefits.
3. Handling clients' questions and concerns.
4. Processing applications.
5. Working with the sales team to close sales.
6. Ability to work independently or as an active member of a team.
7. Meeting weekly sales targets and performance goals.

1. No experience needed; training is provided.
2. NQF 4 equivalent, matric certificate (average 50%).
3. Valid SA ID.
4. Situated in Pretoria.
5. Available immediately.

Only commission on a weekly basis.

If interested, apply now.

A powerhouse in the financial services sector is growing its virtual team and looking for a driven Insurance Strategist with strong Commercial Insurance experience and a solutions-focused approach. They require a customer-centric professional to advise, manage risks, and build lasting relationships in a remote, hybrid work environment. Youll need an FSCA-approved qualification, RE5, NQF5 in Short-term Insurance, and at least three years of proven sales expertise. This opportunity lets you shape business portfolios, ensure compliance, and achieve real growth. If you thrive on professional ambition, integrity, and expertise, this is your chance to make a powerful impact.

Please note that if you do not receive a response within one week of applying, your application has been unsuccessful.

Insurance Sales Consultant - Hippo (KZN)

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Engage in inbound or outbound policy sales based on leads and campaigns. Initiate customer relationships, meet KPIs, conduct needs analysis, and propose solutions. Requires solid knowledge of products, market, and brand growth focus.

1. Customer Relationships Development: Make calls to develop new relationships or serve as the first point of contact.
2. Customer Needs Clarification: Interview customers to clarify requirements, using complex sales scripts, and take detailed notes.
3. Sell Customer Propositions: Identify and explain products/services that meet customer needs, influence purchase decisions, and propose quantities within policies and procedures.
4. Operational Compliance: Adhere to organisational policies, procedures, and regulatory codes, maintaining required standards.
5. Customer Relationship Management (CRM) Data: Schedule callbacks and record interactions accurately in the CRM system.
6. Performance Management: Prioritize workflow, meet productivity and quality standards, and use systems to improve performance.
7. Personal Capability Building: Stay updated on policies and regulations through online training and assessments.
8. Sales Opportunities Creation: Generate potential customer leads through referrals and recommendations.

Grade 12/SAQA Accredited Equivalent (Essential)

2-3 years telephonic sales experience (Essential); Financial Services Industry experience (Advantageous).

• Sales Consultant - VAPS Broker Sales (Advisory) Durban
• Sales Consultant - VAPS Lifestyle Team (Durban)
• Sales Consultant (KwaZulu-Natal)

Are you a results-driven sales professional with a passion for the insurance industry? Do you have extensive experience in commercial, transport, and personal lines? We are looking for a Commercial Insurance Sales Executive to join our team in our George Offices and help us drive new business while maintaining strong client relationships.

Key Responsibilities:

• Identify and engage potential clients, presenting tailored insurance solutions.
• Build and maintain strong relationships to ensure client retention and satisfaction.
• Manage complete and accurate policy administration and documentation.
• Stay up-to-date with industry trends, products, and providers.
• Deliver excellent service in line with Treating the Customer Fairly (TCF) principles.
• Conduct thorough risk assessments and policy requirement analysis.
• Ensure compliance with company policies, standards, and regulatory requirements.
• Drive business growth through networking, referrals, and proactive sales efforts.

What We’re Looking For:

• Short-term Insurance qualification
• RE 5 Certification
• Product-Specific Training
• Class of Business – Commercial and Personal Lines
li>CPD hours compliance in the current cycle

Experience:  

• Minimum of 8 years in the insurance industry , with at least 5 years engaging with commercial, transport, and personal lines clients .

  Core Competencies:  

• Strong sales and marketing acumen
• Excellent communication and relationship-building skills
• Attention to detail with high-level administrative proficiency
• Ability to analyze client needs and provide suitable solutions
• Proficiency in Microsoft Office (Word & Excel)
• Comprehensive knowledge of insurance products and providers
• Understanding of the broader insurance industry landscape
• Must have own reliable transportation for facilitate travel requirements.

Why Join Us?

• Competitive salary with performance-based incentives
• Career growth and professional development opportunities
• Supportive and dynamic work environment
• Opportunity to work with a reputable company in the insurance industry

If you are ready to take the next step in your career and make a real impact, we would love to hear from you!

Join us in delivering top-tier insurance solutions and exceptional client service!