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.