Field Agents – Limpopo

Minimum Qualifications.

• Matric/ Grade 12
• A relevant tertiary qualification is advantageous
• RE1 or RE5 certification is advantageous

Experience and Knowledge required.

• 1-2 years’ experience in sales, customer service or field operations
• Experience in the funeral assurance, insurance, or financial service sector is preferred
• Background in client engagement and compliant handling will be beneficial
• Computer literate (MS Word, MS Excel, MS Outlook)
• Financial Service Experience (advantageous)
• Clear Credit & Criminal Record

Skills and Competencies required.

• Proven sales ability including cross-selling and upselling
• Proficiency in Microsoft Office (MS Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Customer-centric approach with strong interpersonal skills
• Strong negotiation and conflict resolution abilities
• Honest, reliable, and ethical conduct
• Able to work independently and make sound decisions
• Solid administrative and organizational skills
• Ability to understand and resolve customer concerns effectively
• Proficiency in at least three official languages spoken in the relevant province

Key Performance Areas

• Promote and sell funeral assurance policies to new and existing clients.
• Deliver exceptional customer service and ensure client satisfaction.
• Handle client queries and resolve complaints within the agreed service levels.
• Execute customer retention strategies to maintain and grow client base.
• Maintain accurate client records and ensure proper administrative processes.
• Proactively call clients to restructure, retain, or resell existing policies.
• Ensure compliance with FAIS and FSCA regulations.
• Meet and exceed set monthly and quarterly sales targets.
• Negotiate with clients for contract renewals and policy retention.