Reporting to Team Leader. The Group Sales Agent will be responsible for connecting with clients in small to medium business with an endeavour to upsell RMA’s value-added products. The incumbent will be responsible for managing a pipeline of leads that come in through various sources i.e. Calls, online platform and converting these leads into sales.

Qualifications and Experience required

NQF Level 4: Matric
RE5 certificate (non-negotiable)
12 CPD hours per CPD cycle
B2B sales experience preferable
Minimum 12 months Category B1 (Life) Insurance sales experience
Minimum 6 months Category A (Funeral) Insurance sales experience

Key Areas of responsibility

Upselling of RMA products:
Connect with potential clients to upsell RMA’s value-added products which includes bur is not limited to GAP cover, Funeral Cover etc.
Respond to client queries and concerns about the products timeously (no advice to be given to clients)
The agents will have to manage their leads via a CRM tool that will be provided. So, they will have to schedule calls, follow up on emails etc.
Ensure seamless execution of sales by adhering to the sales script and accurately processing client details on the system
Handle any client objections professionally and escalate to the RML Key Accounts Executives as and when required

Adherence to compliance:
Ensure that the sales script is adhered to at all times
Act as an intermediary – no advice should be given to clients

Knowledge, Skills and Competencies required
Knowledge of business policies, processes and procedures, legal compliance
Industry knowledge will be advantageous
Knowledge of customer service principles and practices
Computer Literacy skills – MS Excel
Client centric personality
Strong communication skills
Attention to detail
Excellence / quality orientation
Service Orientation / Customer Responsiveness
Basic problem-solving
Listening to Understand
Reasoning and Learning
Verbal and Written Communication
Word fluency and understanding (in both verbal and written communication)

Desired Skills:

  • Sales skills
  • Presentation Skills
  • Strong communication skills
  • Computer Literacy

Desired Work Experience:

  • 2 to 5 years Representative / Sales Consulting

Desired Qualification Level:

  • Certificate

About The Employer:

Founded on 1 June 1894, The Rand Mutual Assurance Company Limited (RMA) is a non-profit mutual assurance organisation which is owned by its policy holders. RMA operates in terms of section 30 of the Compensation for Occupational Injuries and Diseases Act, 130 of 1993 as amended, under license from the Minister of Labour. The RMA Group also operates under both short and long-term insurance licences issued by the Financial Services Board (FSB).

As an organisation that is compassionate and caring, RMA goes the extra mile to ensure that beneficiaries and their families receive the care and compensation they are entitled to when they have sustained either a work-related injury or occupational disease.
The core of RMA’s administration business is the receipt, adjudication and administration of workers’ compensation claims, including the payment of medical costs, once-off disability payments and the ongoing payment of pensions in the case of severe disability and death. RMA’s high level of service and quick claims turnaround is underpinned by a market-leading integrated claims management IT system that allows for paperless adjudication of claims.

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