A Field Sales Agent: Non-Life Insurance opportunity is available at iMasFinance Co-Operative (Ltd) in Centurion, Gauteng. This is a permanent position within the iMas Insurance Brokers division and falls under the insurance and sales sectors.
The Field Sales Agent will be responsible for generating new business, promoting non-life insurance products and providing professional insurance advice to prospective and existing clients. The position combines direct sales, customer engagement, insurance needs analysis, quotation preparation, relationship management and regulatory compliance.
This opportunity may be suitable for an experienced sales professional with a background in non-life or short-term insurance and direct face-to-face customer engagement.
Field Sales Agent Job Details
- Job Title: Field Sales Agent: Non-Life Insurance
- Company: iMasFinance Co-Operative (Ltd)
- Division: iMas Insurance Brokers
- Business Unit: STI Telesales
- Location: Centurion, Gauteng
- Job Type: Permanent
- Industry: Insurance
- Job Function: Sales
- Minimum Experience Level: Associate
- Closing Date: 30 October 2026
Applicants should carefully review the requirements before submitting an application.
About the Field Sales Agent Role
The Field Sales Agent is responsible for developing new business opportunities and assisting clients with non-life insurance products.
The role involves meeting prospective clients, understanding their insurance requirements, preparing quotations and supporting customers through the application and onboarding process. The successful candidate will also be expected to develop and maintain relationships with existing customers.
Because the position involves direct customer engagement, applicants should have strong communication and interpersonal skills. The role also requires the ability to work towards sales and premium targets while maintaining appropriate regulatory and company standards.
The position requires employees to keep accurate records of customer interactions and sales activities and to follow applicable insurance regulations.
Field Sales Agent Requirements
Applicants should meet the following qualifications and experience requirements:
- National Senior Certificate (Matric/Grade 12) – Essential.
- FSCA-recognized qualification – Essential.
- Regulatory Examination 5 (RE 5) – Essential.
- 2–3 years’ experience in direct client sales.
- 2–3 years’ experience in non-life or short-term insurance.
- 2–3 years’ experience in face-to-face customer engagement.
- Code EB articulated motor vehicle licence – Essential.
- Computer literacy, including Microsoft Office.
- Knowledge of applicable legislation.
- Knowledge of the financial services and insurance industry.
- Strong written and verbal communication skills.
Candidates should ensure that their qualifications and experience are accurately reflected in their CV and application.
Meeting the stated requirements does not guarantee appointment. All applications remain subject to the employer’s recruitment and selection process.
Sales Generation Responsibilities
A major part of the Field Sales Agent position is generating new business.
The successful candidate will be expected to identify and develop potential business opportunities through various sales channels. These can include prospecting, networking, referrals and interactions with employer groups.
Key sales responsibilities include:
- Identifying new business opportunities.
- Developing prospective client relationships.
- Conducting face-to-face client meetings and presentations.
- Generating qualified leads.
- Converting suitable leads into policy sales.
- Working towards monthly sales and premium targets.
- Maintaining a strong sales pipeline.
- Participating in sales campaigns and promotional activities.
The role requires a proactive approach to sales and customer engagement. Applicants should be comfortable meeting prospective clients and explaining insurance products in a clear and professional manner.
Understanding Client Insurance Needs
The Field Sales Agent must understand the insurance needs and risk exposures of prospective and existing clients.
This involves conducting client needs analyses and using the information obtained to recommend appropriate non-life insurance solutions.
The successful candidate will also need to explain important policy information to clients, including:
- Policy benefits.
- Exclusions.
- Excesses.
- Terms and conditions.
Insurance products can contain detailed terms, making accurate communication particularly important. Applicants should be able to explain relevant information clearly while ensuring that customers understand the applicable policy details.
Quotations and Policy Administration
The position also involves assisting clients with the quotation and policy application process.
Responsibilities include:
- Preparing accurate insurance quotations.
- Presenting quotations to clients.
- Assisting clients with application forms.
- Assisting with supporting documentation.
- Ensuring submitted information is accurate and complete.
- Facilitating policy issuance.
- Supporting the onboarding of new clients.
Attention to detail is important because inaccurate or incomplete information can affect the administration of an insurance application.
The Field Sales Agent should therefore carefully check customer information and maintain appropriate records throughout the sales process.
Building Client Relationships
Developing long-term customer relationships is another important part of the role.
The Field Sales Agent will conduct follow-up visits and policy reviews while identifying opportunities to provide additional suitable insurance products.
Responsibilities include:
- Developing strong relationships with clients.
- Conducting regular follow-ups.
- Conducting policy reviews.
- Identifying appropriate cross-selling opportunities.
- Identifying appropriate upselling opportunities.
- Responding to customer queries and service requests.
- Referring customer service queries to the appropriate team.
The position also requires attending interactions with Employer Partners in Gauteng, including wellness days, training activities, activations, meetings and presentations.
The Field Sales Agent will also build and maintain relationships with key Employer Partner stakeholders and employees in collaboration with the KAC.
Face-to-Face Customer Engagement
Face-to-face engagement is a significant part of this position.
The successful candidate may be required to arrange and attend personal meetings with prospective clients at Employer Partners.
This means applicants should be comfortable presenting information professionally and building trust through direct customer interaction.
Strong interpersonal skills, communication abilities and customer centricity can help the successful candidate manage these responsibilities effectively.
Compliance and Governance
Insurance sales must be conducted within the applicable regulatory framework.
The Field Sales Agent is expected to comply with relevant requirements, including:
- FAIS.
- POPIA.
- FICA.
- Treating Customers Fairly (TCF).
- Applicable insurance regulations.
- Company policies and procedures.
- Ethical standards.
The employee will also be responsible for maintaining accurate records of client interactions and sales activities.
This may include records such as:
- Records of advice.
- Recordings of conversations.
- Needs analyses.
- Quote schedules.
- Notes relating to customer conversations.
Good record management and attention to detail are therefore important components of the position.
Market Intelligence and Sales Opportunities
The Field Sales Agent will also contribute to the organisation’s understanding of the insurance market.
Responsibilities include monitoring competitor activities and keeping informed about market trends.
The employee may also provide feedback relating to:
- Customer needs.
- Market opportunities.
- Sales opportunities.
- Customer feedback.
Participation in sales campaigns, promotions and community engagement initiatives is also part of the role.
This requires an understanding of customer behaviour and the ability to identify potential opportunities while remaining within applicable regulatory requirements.
Skills and Competencies
The vacancy highlights several competencies that are important for the position.
These include:
- Customer centricity.
- Attention to detail.
- Knowledge of applicable legislation.
- Up-to-date knowledge of the regulatory environment within the financial sector.
- Insurance industry knowledge.
- Written and verbal communication.
- Computer literacy.
- Technology awareness.
- Time management.
- Organisational skills.
- Interpersonal skills.
- Ability to cope under pressure.
- Conflict-handling skills.
- Record management.
The role requires an individual who can balance sales performance with accurate administration, customer service and regulatory responsibilities.
Vehicle Licence Requirement
A Code EB articulated motor vehicle licence is listed as an essential requirement.
Because the Field Sales Agent position involves field-based customer engagement and personal meetings, applicants should ensure that they meet this requirement before applying.
Applicants should provide accurate information about their licence and qualifications during the recruitment process.
Designated Group Preference
The vacancy states that, in support of the iMas Finance transformation strategy, preference will be given to candidates from designated groups, specifically targeting African males and candidates with disabilities.
Applicants should review the employer’s full recruitment information for details regarding the position and its employment equity considerations.
This information does not replace the stated qualification, experience or competency requirements. Candidates should ensure that they meet the relevant requirements before applying.
How to Apply for the Field Sales Agent Position
Interested applicants should submit their applications through the employer’s official application process.
The vacancy was posted on 14 August 2026, and the stated closing date is 30 October 2026.
Applicants should prepare an up-to-date CV that accurately reflects their sales experience, non-life insurance experience, qualifications and relevant competencies.
Candidates should ensure that information relating to their Matric qualification, FSCA-recognized qualification, RE 5 and Code EB licence is accurately presented.
Application: Apply through the employer’s vacancy application page provided with this opportunity.
Applicants should complete all required fields and provide accurate information before submitting their application.
