Insurance Sales Representative

Placements24; Riverton (UT); On-site; USD 10,000 - 20,000; Full time

Benefits offered by this job

Uncapped commission

Training program

Medical aid

Provident fund

Career advancement

Performance incentives

Mentorship

Marketing support

Salary reviews

Job summary

Placements24 is seeking an Insurance Sales Representative to join our team in Upington, Northern Cape. You will build relationships with potential clients, assess their insurance needs, and tailor life, health, and short-term policies to close sales and meet targets.

You will generate leads, present policy options, provide accurate quotes, and guide clients through application and underwriting. A supportive training program and clear opportunities for advancement are provided.

Qualifications

• Matriculation certificate is essential.
• Relevant tertiary qualification or industry certification (RE5, NQF Level 4) is a strong advantage.
• Minimum 2 years of experience in sales, preferably in insurance/financial services.

Responsibilities

• Generate leads through various prospecting methods (cold calling, networking, referrals).
• Meet with potential clients to assess insurance needs and explain policy options.
• Present and sell life, health, and short-term policies.
• Provide accurate quotes and explain policy terms clearly.
• Guide clients through application and underwriting process.
• Achieve and exceed monthly and quarterly sales targets.
• Build and maintain strong customer relationships for loyalty and repeat business.
• Stay updated on new products, industry trends, and competitor offerings.
• Handle client inquiries and provide post-sale support.
• Ensure all activities comply with regulatory requirements and company policies.

Skills

Communication

Negotiation

Persuasion

Interpersonal skills

Time management

Education

Matriculation certificate

RE5 / NQF Level 4

Tools

CRM software

Job description

About the Role

Our client, a reputable insurance agency, is seeking an enthusiastic and dedicated Insurance Sales Representative to join their team in Upington, Northern Cape . This role focuses on building strong relationships with potential clients, understanding their insurance needs, and offering tailored solutions for life, short-term, and health insurance policies. You will be responsible for prospecting, presenting insurance products, and closing sales to meet individual and team targets. The ideal candidate is outgoing, driven, and possesses excellent communication and interpersonal skills, with a genuine desire to help people secure their financial future. This is an excellent opportunity for an individual looking to build a successful career in insurance sales.

We provide a supportive and dynamic sales environment designed for success. Working in Upington offers a unique regional experience. You will have access to comprehensive training and resources to excel in your role. We are committed to the growth and development of our sales team, providing opportunities for advancement within the company. This position is vital to our mission of providing accessible and reliable insurance solutions to the community in the Northern Cape . We are looking for a motivated individual who is passionate about sales and dedicated to client satisfaction.

Key Responsibilities

• Generate leads through various prospecting methods, including cold calling, networking, and referrals.
• Meet with potential clients to assess their insurance needs and explain policy options.
• Present and sell a range of insurance products, including life, health, and short-term policies.
• Provide accurate quotes and explain policy terms, conditions, and benefits clearly.
• Guide clients through the application and underwriting process.
• Achieve and exceed monthly and quarterly sales targets.
• Build and maintain strong customer relationships to foster loyalty and repeat business.
• Stay updated on new insurance products, industry trends, and competitor offerings.
• Handle client inquiries and provide post-sale support.
• Ensure all sales activities comply with regulatory requirements and company policies.

Requirements

• A matriculation certificate is essential;
• a relevant tertiary qualification or industry certification (e.g., RE5, NQF Level 4) is a strong advantage.
• Minimum of 2 years of experience in sales, preferably in the insurance or financial services industry.
• Proven track record of meeting or exceeding sales goals.
• Excellent communication, negotiation, and persuasion skills.
• Strong interpersonal skills with the ability to build rapport quickly.
• Proficiency in CRM software and basic computer applications.
• Self-motivated, resilient, and goal-oriented mindset.
• Ability to work independently and manage time effectively.
• A passion for sales and customer service.
• Valid driver's license and reliable transport for client visits within the Northern Cape .

Benefits

• Competitive base salary with uncapped commission and performance bonuses.
• Comprehensive training program for product knowledge and sales techniques.
• Medical aid and provident fund contributions.
• Opportunities for career advancement within the sales team.
• Regular sales incentives and rewards.
• Supportive team environment and mentorship.
• Exposure to a wide range of insurance products.
• Potential for growth in a stable industry.
• Company-provided leads and marketing support.
• Annual performance reviews and salary adjustments.