Telesales Representative – Instant Life (FAIS)

About the role

Join a leading South African bank as a Telesales Representative focused on Instant Life products. You will drive growth by delivering customer‑centred, high‑quality sales through phone outreach, ensuring compliance with FAIS regulations.

Key responsibilities

• Cold‑call, follow up leads and referrals to generate new business.
• Present and explain funeral policy products clearly and ethically.
• Convert leads into completed policy sales while meeting monthly targets for policies, premium value and conversion rate.
• Upsell or cross‑sell additional cover options where appropriate.
• Provide accurate information on benefits, premiums, waiting periods and exclusions.
• Maintain regular follow‑ups with prospects to ensure satisfaction and retention.
• Ensure full compliance with insurance regulations, company policies and POPIA/data protection standards.
• Collect and submit accurate documentation for each sale.

Required profile

• RE5 with at least 150 FAIS credits in Life Insurance products.
• Basic understanding of underwriting.
• 2–3 years experience in life‑insurance sales, customer service or retentions.
• High energy, strong verbal communication and ability to work under pressure.
• Proven track record of meeting sales targets.
• Self‑motivated with good time‑management skills.
• National Senior Certificate/Matric (Grade 12) with finance focus.

Required skills