- Job Description: Sales Advisor (Insurance Contact Centre)
- Position Title: Sales Advisor
- Department: Contact Centre – Sales
- Reports To: Sales Team Leader / Sales Manager
- Location: Midrand
Purpose of the Role
The Sales Advisor is responsible for promoting and selling insurance products to prospective and existing clients through outbound and inbound calls. The role focuses on achieving sales targets, ensuring compliance with industry standards, and delivering excellent customer experiences that build trust and long-term client relationships.
Key Responsibilities
Sales & Business Development
- Conduct outbound sales calls to prospective clients and respond to inbound leads.
- Present, promote, and sell insurance products (e.g., life, health, or student cover) to meet individual and team targets.
- Provide accurate quotations and explain policy features, benefits, and exclusions.
- Upsell and cross-sell additional products aligned with customer needs.
- Convert warm and cold leads into sales while ensuring a high closing ratio.
Customer Engagement
- Build rapport with clients, identify their needs, and recommend suitable insurance solutions.
- Educate clients on product value, premium options, and policy terms.
- Ensure a professional, empathetic, and customer-first approach during every interaction.
- Follow up on leads, callbacks, and potential cancellations to secure sales.
Policy Administration & Compliance
- Capture all customer details accurately on the CRM system.
- Process applications, debit orders, and beneficiary details in line with company procedures.
- Adhere to FAIS, TCF (Treating Customers Fairly), POPIA, and other regulatory requirements.
- Maintain confidentiality and integrity when handling client information.
Performance & Reporting
- Achieve or exceed daily, weekly, and monthly sales targets.
- Track and report sales progress, pipeline activity, and conversion rates.
- Participate in training, coaching, and quality assessments to improve performance.
- Share feedback with supervisors on customer objections, market trends, and product improvements.
Key Competencies
- Strong sales and negotiation skills.
- Excellent communication and persuasion abilities.
- Ability to handle objections and close sales effectively.
- Resilience and persistence in a target-driven environment.
- High energy, self-motivation, and results-oriented mindset.
- Customer-centric with strong interpersonal skills.
Qualifications & Experience
- Grade 12 / Matric (essential).
- Relevant insurance qualification (advantageous, e.g., RE5, FAIS-compliant).
- 1–3 years’ experience in sales, preferably in an insurance or financial services contact centre.
- Proven track record of achieving sales targets.
- Proficiency in CRM systems and call centre software (e.g., 8×8, Bitrix24, Dialshree).
- Valid working papers
Working Conditions
- Contact centre environment with high-volume outbound calls.
- Target-driven role with incentive-based earnings (basic + commission).
- May require shifts, including evenings and weekends depending on business needs.
