Direct Sales Agent

Direct Sales Agent – Centurion Office

Key Purpose

The incumbent will be responsible for generating new business by contacting potential customers and selling medical scheme membership and other related products including Gap Cover. To explain products and help clients choose plans that suit them by giving best advice.

Key Responsibilities

Client service delivery and quality

• Follow procedures and cooperate with peers and leadership for best possible service delivery

Compliance and Risk Management

• Defined legal, statutory and regulatory compliance is maintained at the required standards
• Operational risk and governance structures, measures and frameworks are complied with and necessary action is taken to address issues, when necessary

Financial Management

• Contribute to cost savings within the department to assist with financial goals and targets

Operating Model

• Engage with clients to ensure swift resolution of queries and provide required customer service
• Provide specific, factual and correct progress or feedback to all stakeholders
• Take ownership of all queries, pre-assessments, submission of claims and printing of membership cards
• Meet delivery objectives through working with other team members within and linked to the department / project
• Resolve operational performance variations and problems and escalate unresolved issues to higher levels
• Ensure delivery targets/objectives are met and operate in a supportive manner to achieve successful delivery

Operational Implementation of Strategy

• Keep up to date with operational changes implemented in response to important external influences
• Deliver in a manner that supports and meets operational quality standards and meets the defined departmental priorities
• Perform according to defined operational best practice and identify and implement opportunities for continuous delivery improvement

Operational Leadership

• Deliver personal performance within Human Capital frameworks and policies to ensure delivery to agreed standards and objectives
• Engage in development, coaching and mentoring
• Support transformation through valuing diversity
• Behave in alignment with the AskUs values

Positional specific outputs

• Contact potential clients to sell the products for contracted suppliers
• Convert leads to sales
• Analyse client’s needs and advise on available or suitable options
• Prepare quotes on suitable products
• Obtain client information and capture accurately on system
• Once application is activated by membership, contact client to discuss the terms of acceptance and process their acceptance or rejection thereof
• Achieve sales targets by following up on sales leads received
• Maintain CMS accreditation and FAIS Fit and Proper Status
• Ensure 100% compliance on all sales
• Cross-selling Value-Added Products

Qualifications

Education

• Matic (Grade 12) essential
• FAIS Accreditation (NQF5) essential
• Representative RE5 essential
• FAIS Fit & Proper Status essential
• CMS Accreditation Advantageous
• Class of Business (Health Services Benefits)

Experience

• 2 years outbound and inbound call centre experience, preferably in the Medical Aid Industry

Technical Skills

• Knowledge and application of processes and procedures
• Knowledge of scheme products and options as well as value added products

Soft Skills

• Attention to Accuracy and Detail
• Customer Focus
• Telesales Skills
• Written and Verbal communication Skills
• Data Capturing Skills
• Customer Focus

To apply, please send CV to ***email_hidden***

Closing date is Friday 19 June 2026