Sales Consultants – Life/Long-Term Insurance

3 weeks ago


Pretoria, Gauteng, South Africa CF Consulting Full time

Sales Consultants – Life/Long-Term Insurance

A leading insurer with a strong presence in South Africa and across the continent is looking for experienced Life and Long-Term Insurance Sales Consultants to join their Pretoria-based team.

If you are a results-driven sales professional with a passion for life and long-term insurance, meet the following requirements and apply today

Key Requirement: Life/Long-Term Insurance Sales Experience

To be successful in this role, you must have:

A minimum of 3 years' sales experience specifically in the life or long-term insurance industry.

The ability to engage clients professionally and digitally to deliver tailored long-term insurance solutions.

Minimum Requirements:

Matric (Grade 12) is essential.

FAIS-compliant qualifications (RE5 and COB3 preferred).

A 3-year diploma or degree in Financial Planning, Business, Finance, or Economics (minimum NQF Level 5).

Strong aspirations to become a Certified Financial Planner (CFP).

Remuneration:

Competitive basic salary plus a lucrative incentive structure based on performance.

Key Responsibilities:

Proactively engage with prospective clients to offer customised life and long-term insurance solutions based on their financial needs.

Conduct financial needs analysis and educate clients on the tax and legal implications of long-term insurance products.

Present and sell risk insurance products effectively, leveraging digital client engagement tools.

Ensure accurate client information capture and complete all administrative and reporting tasks within set deadlines.

Achieve sales targets while adhering to compliance and regulatory requirements.

Provide timely resolution of client queries, ensuring exceptional customer service.

Build and maintain strong client and stakeholder relationships.

Continuously enhance industry knowledge and contribute to innovation in financial advisory services.

Competencies Required:

Strong attention to detail.

Problem-solving and decision-making skills.

Ability to meet deadlines and manage multiple tasks effectively.

Adaptability to different buyer behaviours.

Commitment to professional standards and ethical conduct.

We welcome all applications from candidates that meet the above set requirements. Kindly regard your application as unsuccessful should you not hear from us within 14 days from the date of application.

By submitting your information, you confirm that:

  1. We may retain your personal information in our database for future matching.
  2. We may contact you for your consent to submit your CV to suitable vacancies.
  3. That the information you have submitted is true, correct, and up to date.


  • Pretoria, Gauteng, South Africa TWK Agri (Pty) Ltd. Full time

    EUM, part of TWK group, invites applications for the position of Broker Manager (Long-Term Insurance) in Pretoria, Gauteng. This is a fantastic opportunity to join our dynamic team and contribute to our success.Job Responsibilities:Establish and maintain strong relationships with our brokers.Lead, mentor, and motivate our brokers to achieve outstanding sales...


  • Pretoria, Gauteng, South Africa TWK Agri Full time

    About the RoleTWK Agri is currently seeking a skilled Long-Term Insurance Broker to join our team in Pretoria. As a key member of our Insurance department, you will be responsible for providing expert advice on long-term insurance solutions to clients.Main Responsibilities:Analyze client financial data to identify risks and opportunities.Develop and...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    Submit your CV to victoria.gough@betterhome.co.za by 20 March 2025PurposeThe Life Claims Consultant is responsible for processing and managing life insurance claims efficiently, accurately, and in compliance with regulatory requirements. This role involves engaging with clients, beneficiaries, and service providers to ensure smooth and empathetic claims...


  • Pretoria, Gauteng, South Africa Sanlam - Quantifying Bluestar Full time

    Sanlam - Quantifying Bluestar offers a dynamic environment where experienced professionals can thrive.We are seeking strong individuals with expertise in long-term insurance to join our team.About the RoleThis is an entry-level contract position that combines finance and sales skills. As a Financial Services Representative, you will work closely with clients...


  • Pretoria, Gauteng, South Africa Network Engineering Full time

    About the RoleThis is an exciting opportunity for a Short Term Insurance Sales Consultant to join our dynamic team.As a key member of our sales team, you will be responsible for driving sales growth through effective lead generation, relationship building, and expert product advice.BUILD STRONG RELATIONSHIPS WITH CLIENTSPROVIDE EXPERT ADVICE ON SHORT TERM...

  • Insurance Consultant

    2 weeks ago


    Pretoria, Gauteng, South Africa Santam Insurance Full time

    Job title : Insurance Consultant (10)(Centurion/Parktown)Job Location : Gauteng, PretoriaDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries This role is focused on, but not limited to; servicing broker requests, including enquiries.Providing telephonic/ email support to the intermediary on record, authorised representatives...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    BetterSure Financial Consultants is seeking a highly skilled Claims Management Coordinator to join our team. As a key member of our insurance claims processing team, you will be responsible for coordinating the claims handling process, ensuring that all claims are processed efficiently and in compliance with regulatory requirements.The ideal candidate will...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    We are looking for an experienced Life Claims Consultant to join our team at BetterSure Financial Consultants. As a senior member of the organization, this individual will be responsible for managing life insurance claims and ensuring smooth and empathetic claims resolution.Responsibilities:Manage the end-to-end claims process for life insurance, including...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    At BetterSure Financial Consultants, we require a Short-Term Insurance Expert to handle non-motor claims. This role involves assessing claims, coordinating with service providers, and ensuring compliance with company policies and regulatory requirements.Job Description:Assess claims validity by reviewing documentation, conducting investigations, and liaising...

  • Sales Consultant

    2 days ago


    Pretoria, Gauteng, South Africa Würth Full time

    Job DescriptionAs a Business Development Consultant, you will be responsible for writing business in accordance with targets laid down by Momentum Insurance (MI).You will advise primarily on motor and household domestic insurance, source sufficient lead generating opportunities, and maintain and update your Lead Generation Matrix on a weekly basis.Your...


  • Pretoria, Gauteng, South Africa Discovery Limited Full time

    We are seeking an experienced and skilled Short-Term Insurance Consultant to join our team at Discovery Limited. As a key member, you will be responsible for selling and upselling short-term insurance Value-added and Ancillary products for Discovery Insure.About the RoleThis is a fantastic opportunity for a motivated and results-driven individual to take...

  • Life Claims Processor

    10 hours ago


    Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    The role of a Life Claims Consultant at BetterSure Financial Consultants involves managing life insurance claims efficiently and effectively. This position requires strong communication skills to engage with clients, beneficiaries, and service providers.Key Responsibilities:Manage the end-to-end claims process for life insurance, including registration,...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    We are looking for a highly motivated and organized individual to fill the position of Life Insurance Process Expert. The successful candidate will be responsible for ensuring that all life insurance claims are processed smoothly and efficiently, while maintaining high levels of customer satisfaction.The ideal candidate will possess excellent communication...


  • Pretoria, Gauteng, South Africa IWCP : Insurance & Wealth Creation Professionals Full time

    Job title : Financial Sales Consultant / Financial AdvisorJob Location : Gauteng, PretoriaDeadline : April 03, 2025Quick Recommended LinksJobs by Location Job by industries DUTIES AND RESPONSIBILITIES:Source clients through networking and referral initiatives.  Build long lasting relationships with clients through excellent ongoing client services Give...


  • Pretoria, Gauteng, South Africa MiWay Insurance Limited Full time

    Join MiWay Insurance Limited and take your career to the next level. As a Business Development Manager, you will be responsible for building and maintaining strong relationships with our network of brokers, promoting our products and services, offering valuable insights and guidance, and ensuring that our brokers have the necessary tools and support to...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    BetterSure Financial Consultants is seeking a highly skilled Claims Consultant to join our team. As a key member of our insurance claims processing team, you will be responsible for managing the end-to-end claims process for life insurance, ensuring that all claims are processed efficiently and in compliance with regulatory requirements.The ideal candidate...


  • Pretoria, Gauteng, South Africa Sanlam Limited Full time

    Insurance Consultant (10)(Centurion/Parktown)Date: 17 Feb 2025Location: Pretoria, GautengWho are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and...


  • Pretoria, Gauteng, South Africa Metropolitan Management Group Llc Full time

    At Metropolitan Management Group Llc, we strive to deliver exceptional care to our residents. We believe in the importance of comprehensive eye exams and timely treatment to improve their quality of life.This role is a fantastic opportunity for an optometrist to make a meaningful impact on the lives of seniors in long-term care facilities.About the...


  • Pretoria, Gauteng, South Africa BetterSure Financial Consultants Full time

    Insurance Claim Handler - Join our team at BetterSure Financial Consultants as we seek a highly skilled individual to process and manage non-motor claims efficiently and effectively.Key Responsibilities:Manage end-to-end claims processes, including registration, assessment, validation, and settlement of claims.Maintain high levels of attention to detail and...


  • Pretoria, Gauteng, South Africa Sanlam Full time

    Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:Opportunity to market multiple products within the Santam Group product rangeCompetitive remuneration packages, including lucrative fixed startup componentExcellent support structureAccess to leadsAccess to extended and additional support in...