Short-term Insurance Sales Consultant at Watershed Consulting

What You’ll Do

• As an Outbound Insurance Sales Consultant, you’ll play a key role in helping clients protect what matters most. You’ll be responsible for telephonically selling car and household insurance, achieving your sales targets, and delivering a top-tier customer experience.

Your responsibilities will include:

• Selling short-term insurance products (car & household) over the phone
• Meeting and exceeding daily, weekly, and monthly sales targets
• Adhering to quality, compliance, and regulatory standards to minimise business risk
• Managing compliance and service delivery with the client experience in mind
• Maintaining productivity and operational efficiency
• Adapting to changes in processes and business needs
• Handling objections and resolving client concerns effectively
• Building strong and lasting relationships with clients
• Staying up to date on new products, pricing updates, and training changes
• Continuously upskilling through self-learning and industry awareness
• Ensuring compliance with FAIS Fit & Proper qualification requirements

What Will Make You Successful in This Role

Qualification & Experience:

• Grade 12 (Matric) – Essential
• At least 1.5 years in outbound call centre sales, OR
• 2+ years face-to-face sales experience with set targets
• Experience in financial services – Advantageous
• RE5 qualification – Advantageous
• Personal Lines NQF Level 4 and/or 30 FAIS credits – Essential for short-term insurance roles

Knowledge & Skills

• Solid understanding of financial services legislation and compliance (FAIS, TCF, etc.)
• Excellent sales communication and objection-handling skills
• Fluency in English and one additional official South African language
• Computer literate with the ability to multi-task between systems
• High attention to detail and commitment to delivering quality
• Willingness to work overtime as needed
• Clear criminal and credit record

Personal Attributes

• Strong sales ability and client-focused mindset
• Quick learner with a passion for continuous improvement
• Relationship-builder with excellent communication skills
• Results-driven and achievement-oriented
• Resilient and adaptable in a target-driven environment
• Organised and detail-oriented
• Ethical, professional, and committed to Treating Customers Fairly

Core Competencies

• Cultivates Innovation – Thinks creatively and adapts quickly
• Customer Focus – Always puts the client at the centre
• Drives Results – Goal-oriented with a strong sense of purpose
• Collaborates – Works well independently and within a team
• Being Resilient – Handles pressure and bounces back stronger