Job description
ABOUT US
A Sales Activations Agent is responsible for converting leads into active short-term insurance policies while delivering outstanding customer experiences. The role involves proactive sales engagement, policy activation, compliance with FAIS and TCF standards, and collaboration with internal teams to ensure policy accuracy and long-term retention.
REQUIREMENT: Matric (NSC) Class of Business: RE5, FAIS 1–3 years in short-term insurance sales or a contact centre environment with a focus on lead conversion and customer engagement, preferably within Insurance or financial services.
RESPONSIBILITIES
Engage prospective customers via inbound and outbound calls to convert leads into active policies. Maintain and follow up on the sales pipeline to achieve daily, weekly, and monthly targets. Cross-sell and upsell additional products aligned to customer needs. Ensure data accuracy and integrity across CRM systems and sales records.
Deliver a customer-first experience through every communication. Handle queries efficiently, ensuring seamless activation and follow-up. Demonstrate empathy, professionalism, and service consistency. Foster long-term relationships through trust and reliability. Ensure all interactions align with FAIS, TCF, and RE5 regulatory requirements.
Participate in QA call assessments and apply feedback. Maintain compliant sales documentation and evidence of disclosures. Report potential compliance or ethical risks immediately. Complete daily and weekly reports on leads, conversions, and pipeline movement. Collaborate with Retentions, Claims, and Customer Service for aligned customer solutions.
Escalate and share insights on customer trends and challenges. Contribute to team performance goals and maintain transparency on deliverables. Participate in ongoing training and development programmes. Stay up to date on Pineapple’s product offerings and system updates. Contribute to team innovation and process enhancement discussions.
Demonstrate continuous improvement in personal sales performance. If you are interested in the role and meet the necesssary requirements, please click on "Apply" above. Pineapple Tech PTY LTD is an equal opportunity employer. We welcome and encourage applications from individuals of all backgrounds and experiences.