Retail Worksite Sales Specialist

4 days ago

Cape Town, Western Cape, South Africa The Legends Agency Full time R250 000 - R500 000 per year


RETAIL WORKSITE SALES SPECIALIST

Claremont, Cape Town | 12-Month Contract | Sales Channel Expansion Project

Company Overview

A forward-thinking digital life insurance provider is redefining how insurance serves South Africans. With a mission to secure the financial future of individuals and families, this innovative insuretech offers flexible, value-driven products tailored for simplicity, accessibility, and impact. Their flagship offerings include life, disability, and funeral cover for families; group insurance for SMEs; and fully managed coverage for domestic workers. As they embark on a new worksite distribution initiative, this is an exciting time to be part of their journey.

Duties & Responsibilities

As a Retail Worksite Sales Specialist, you will drive the expansion of their retail sales channel by engaging municipal employees and large workforce groups directly at their place of work. This is a high-impact role focused on face-to-face sales and community relationship-building.

Key responsibilities will include:

  • Conducting in-person product engagements with employees at worksites.
  • Promoting and selling the company's Family Cover solution.
  • Generating and nurturing your leads and converting them into clients.
  • Hosting on-site group presentations and individual consultations.
  • Completing and submitting digital applications via tablet or laptop.
  • Achieving and exceeding weekly and monthly sales targets.
  • Ensuring policy activation and monitoring of first-premium payment and policy retention.
  • Building and maintaining relationships with worksite and employer contacts.

Desired Experience & Qualifications

Minimum Requirements:

  • At least 2 years of experience in insurance sales (long- or short-term).
  • RE5 certification.
  • Matric certificate.
  • Proven track record of exceeding sales targets.
  • Existing connections or access to Cape Town-based worksites, especially government or municipal entities.
  • Proficient in digital sales processes using tablets/laptops.
  • Strong interpersonal and presentation skills.
  • Understanding of PERSAL and stop-order systems.
  • Willingness to travel as needed.
  • Based in Cape Town.

Preferred but Not Essential:

  • A diploma or degree in a relevant field.
  • Previous experience selling funeral and/or life cover.

Package & Remuneration

  • Competitive market-related salary.
  • Comprehensive benefits including life cover, family funeral and disability insurance, and access to an employee wellness programme.
  • Dynamic, inclusive company culture with opportunities for growth and innovation.
  • Be part of a purpose-driven, fast-paced team with a strong entrepreneurial spirit.

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