Field Sales Agent - Johannesburg

Introduction

Our client is seeking a results-driven and customer-focused Field Sales Agent to join their team. The successful candidate will be responsible for generating new business, promoting non-life (short-term) insurance products, and providing professional insurance advice to prospective and existing clients.

The role requires a proactive sales professional who can identify new business opportunities, assess clients' insurance needs, prepare quotations, close sales, and build long-term customer relationships while ensuring compliance with relevant legislation and regulatory requirements.

Duties & Responsibilities

• Identify and develop new business opportunities through prospecting, networking, referrals, and employer group engagements.
• Conduct face-to-face client meetings, presentations, and sales engagements.
• Generate and convert qualified leads into policy sales while achieving monthly sales and premium targets.
• Build, manage, and maintain a strong sales pipeline.
• Assess clients' insurance needs and risk exposures, recommending suitable non-life insurance solutions.
• Explain policy benefits, exclusions, excesses, terms, and conditions to clients.
• Prepare and present accurate insurance quotations.
• Assist clients with application forms, supporting documentation, policy issuance, and onboarding.
• Build and maintain strong relationships with clients, employer partners, and key stakeholders.
• Conduct follow-up visits and policy reviews, identifying opportunities for cross-selling and upselling additional insurance products.
• Respond to customer queries and service requests, referring matters to the relevant service teams where necessary.
• Attend employer partner wellness days, activations, training sessions, meetings, and presentations.
• Maintain accurate client records, sales documentation, needs analyses, quotations, and records of advice.
• Ensure compliance with FAIS, POPIA, FICA, Treating Customers Fairly (TCF), and all applicable insurance regulations.
• Monitor competitor activities and market trends, providing feedback on customer needs and new business opportunities.
• Participate in sales campaigns, promotions, and community engagement initiatives.

Desired Experience & Qualification

• National Senior Certificate (Matric/Grade 12) – essential.
• FSCA-recognised qualification – essential.
• Regulatory Examination Level 5 (RE5) – essential.
• 2–3 years' experience in direct client sales.
• 2–3 years' experience in non-life (short-term) insurance.
• 2–3 years' experience in face-to-face customer engagement