Outbound Sales Consultant - Funeral Plans & Life Insurance

About the role

Standard Bank Group is hiring an Outbound Sales Consultant in Johannesburg for a 12-month fixed-term contract. The role drives sales growth of Funeral Plans and Life Insurance within Personal Banking through proactive outbound telesales and virtual client engagement. It focuses on identifying client protection needs, turning opportunities into insurance solutions and meeting defined sales and cross-sell targets while keeping a positive client experience and complying with regulatory requirements.

Key responsibilities

• Sell and cross-sell Funeral Plans and Life Insurance products through outbound telesales and virtual client engagement.
• Identify client insurance and protection needs through questioning, product recommendations and needs-based conversations.
• Run outbound sales campaigns, engage prospective and existing clients and convert opportunities into sales.
• Explain product features, benefits, premiums and policy conditions clearly so clients make informed decisions.
• Capture and process insurance applications, maintain client records and track sales performance in line with FAIS, compliance and operational requirements.

Required profile

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
• Meets the applicable FAIS Fit and Proper requirements for the role.
• At least 12 months' continuous experience in a target-driven telesales or outbound sales environment, preferably in banking, insurance or financial services.
• Experience engaging clients by telephone, identifying sales opportunities and handling objections.
• Demonstrated ability to achieve sales targets and convert client conversations into sales.
• A basic understanding of Funeral Plans and Life Insurance is advantageous.

Required skills

• Experience with sales targets, conversion rates, CRM systems and sales reporting.
• Behavioural competencies: checking things, convincing people, developing expertise, embracing change and meeting timescales.
• Technical competencies: application and submission verification, banking processes and procedures, client acceptance and review, and consumer banking product knowledge.