Life Outbound Sales Consultant at Watershed Consulting

Job Overview

• We’re looking for a dynamic and results-driven Life Outbound Insurance Sales Consultant to join our growing team! 
• You’ll be selling car and household insurance products over the phone, meeting your targets, and providing a top-notch client experience.

Key Responsibilities

• Conduct outbound sales calls for short-term personal lines insurance
• Achieve sales targets and exceed performance goals
• Handle objections and client queries with confidence
• Ensure compliance with quality and FAIS regulatory standards
• Maintain strong productivity and meet operational benchmarks
• Stay updated on product changes and industry news
• Build and maintain meaningful client relationships
• Adapt to changing business needs with agility
• Uphold Treating Customers Fairly (TCF) principles
• Take initiative in self-learning and development

Qualifications & Experience

• Matric (Grade 12) – Essential
• 1.5+ years in Outbound Call Centre sales or
•  2+ years’ face-to-face sales with targets
• Experience in insurance or financial services – Advantageous
• RE5 Qualification – Advantageous
• Personal Lines NQF Level 4 or 30 FAIS Credits – Required

Knowledge & Skills

• Knowledge of FAIS legislation and Fit & Proper criteria
• Understanding of sales and servicing processes
• Fluent in English + one other SA official language
• Tech-savvy with solid computer skills
• Excellent communication and objection-handling skills
• Clear criminal and credit record

Key Attributes

• Target-driven and self-motivated
• Resilient and adaptable
• Client-focused with strong interpersonal skills
• Well-organised and efficient
• Curious, committed, and coachable
• Ethical and compliance-oriented

Core Competencies

• Cultivates Innovation – You’re a problem-solver
• Customer Focus – You put people first
• Drives Results – You love a target
• Collaborates – You’re a team player
• Being Resilient – You bounce back stronger