Insurance Sales Agent

Placements24; Queenstown; On-site; NZD 50,000 - 80,000; Full time

Job summary

Placements24 is sourcing an energetic Insurance Sales Agent for our client in Queenstown. You will identify prospective clients, assess their insurance needs, explain policy options, and guide applicants through the submission process.

A target-driven attitude and excellent communication are essential. You’ll build client relationships, work toward monthly and quarterly sales goals, and stay informed about life, health, and general insurance products.

Qualifications

• Experience in sales, preferably in insurance or financial services.
• Strong communication, persuasion, and negotiation skills.
• Ability to obtain regulatory insurance certifications.
• Residency or familiarity with Queenstown is advantageous.

Responsibilities

• Proactively identify and engage potential clients to understand their insurance needs.
• Present and explain various insurance products, including life, health, and general insurance.
• Guide clients through the application process and ensure accurate completion of forms.
• Close sales by addressing client concerns and highlighting product benefits.
• Build and maintain relationships with clients to encourage repeat business and referrals.
• Meet and exceed monthly and quarterly sales targets.
• Stay updated on new products, services, and industry regulations.
• Provide ongoing support to clients, addressing inquiries and policy-related issues.
• Collaborate with team members to share best practices and achieve collective goals.

Skills

Sales experience

Insurance knowledge

CRM proficiency

Customer service

Education

High School Diploma

Tools

CRM systems

Job description

About the Role

Our client, a well-established insurance provider, is looking for an enthusiastic and results-oriented Insurance Sales Agent to join their branch in Queenstown, Eastern Cape . This role involves engaging with potential clients, understanding their insurance needs, and recommending suitable policy solutions. The successful candidate will be responsible for prospecting, generating leads, closing sales, and providing excellent customer service. A strong understanding of various insurance products, coupled with excellent communication and interpersonal skills, is essential. This is a fantastic opportunity for a driven individual to build a successful career in insurance sales within the vibrant Queenstown community.

Key Responsibilities

• Proactively identify and engage potential clients to understand their insurance needs.
• Present and explain various insurance products, including life, health, and general insurance.
• Guide clients through the application process and ensure accurate completion of forms.
• Close sales by effectively addressing client concerns and highlighting product benefits.
• Build and maintain strong relationships with clients to encourage repeat business and referrals.
• Meet and exceed monthly and quarterly sales targets.
• Stay updated on new products, services, and industry regulations.
• Provide ongoing support to clients, addressing inquiries and policy-related issues.
• Collaborate with team members to share best practices and achieve collective goals.

Requirements

• A High School Diploma is required; a matriculation certificate with a focus on sales or business is preferred.
• Proven experience in sales, preferably in the insurance or financial services sector.
• Excellent communication, persuasion, and negotiation skills.
• A genuine desire to help clients protect their assets and futures.
• Ability to work independently and manage time effectively.
• Strong organizational skills and attention to detail.
• Proficiency in using basic computer applications and CRM systems.
• Residency or strong familiarity with Queenstown, Eastern Cape is a significant advantage.
• Must be able to obtain necessary regulatory certifications for selling insurance.

Benefits

Our client offers a competitive basic salary along with a lucrative commission structure and performance incentives. Comprehensive sales training and ongoing professional development are provided to ensure your success. Opportunities for career advancement within the company are available for high achievers. Join a supportive and dynamic sales team within a reputable insurance company. Our client offers a structured sales environment with excellent resources and support. Enjoy the satisfaction of helping individuals and families secure their financial well-being. This role in Queenstown offers a great platform for growth in the insurance sector.