Insurance Sales Representative

Capricorn; Sydney; Hybrid; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Hybrid work (2 days from home)

Training opportunities

Paid parental leave

Social events

Sales Incentive Plan eligibility

Competitive base salary

Job summary

Capricorn is seeking a motivated phone-based sales specialist to build and manage a portfolio of Capricorn Members, identifying risk solutions and insurance products delivered over the phone. You’ll grow the book, win new business through referrals and member engagement, and tailor protection solutions for each member.

You’ll drive retention with renewal reviews, maintain accurate records, and build strong relationships with members and underwriting partners.

Qualifications

• Proven ability to generate new business and hit revenue targets
• Confidence working in an outbound, phone-based role
• Experience managing a portfolio with renewal responsibility
• Strong relationship-building skills and establishing trust without face-to-face
• Commercial mindset, you understand how to grow a book of business
• A team player who shares knowledge and celebrates success
• Experience in insurance, preferably in account management (desirable)

Responsibilities

• Grow and manage your own portfolio of Capricorn members
• Win new business through referrals, prospecting and member engagement
• Identify and place the right protection/insurance solutions for members
• Drive retention through proactive renewal reviews
• Build strong relationships with members and underwriting partners
• Deliver outstanding service and member experiences
• Achieve sales, retention and activity targets
• Maintain compliant and accurate records across our systems

Job description

In this phone-based sales role, you'll build and manage your own portfolio of Capricorn Members, identifying new opportunities, retaining existing business, and delivering tailored risk solutions. You'll sell a unique mix of Capricorn Mutual and insurance broking products, giving you a competitive advantage and a compelling value proposition for every member conversation.

Key responsibilities

Grow and manage your own portfolio of Capricorn members

Win new business through referrals, prospecting and member engagement

Identify and place the right protection/insurance solutions for members

Drive retention through proactive renewal reviews

Build strong relationships with members and underwriting partners

Deliver outstanding service and member experiences

Achieve sales, retention and activity targets

Maintain compliant and accurate records across our systems

About you

Proven ability to generate new business and hit revenue targets

Confidence working in an outbound, phone-based role

Experience managing a portfolio with renewal responsibility

Strong relationship-building skills and establishing trust without being face-to-face

Commercial mindset, you understand how to grow a book of business

A team player who shares knowledge and celebrates success

Experience in insurance, preferably in account management (desirable)

About us

Capricorn is one of Australia and New Zealand's largest and most dynamic Member-owned organisations. Since 1974, we've provided our Members with financial and business solutions to make running a business easier. Our flagship Trade Account offers instant credit with over 1600 Preferred Suppliers, simplified monthly expenses, and a generous rewards program. We have a strong foundation in the automotive and machinery aftermarkets. Our vibrant community includes over 31,000 Members across Australia and New Zealand, from national franchises to your local family workshop.

Competitive base salary eligible for Sales Incentive Plan

Hybrid work flexibility - 2 days working from home

Training opportunities and development

Paid parental leave for both parents

Social calendar with virtual and face-to-face events