Commercial Sales Advisor

Momentum Insure Company Limited; Centurion; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Momentum Insure Company Limited seeks a Commercial Sales Advisor to provide commercial insurance guidance and complete product training to become competent in advising clients. The role emphasizes a strong sales track record, service excellence, and the ability to drive premium growth in a dynamic team.

You will focus on short-term commercial insurance, build relationships, and deliver advice that aligns with client needs while meeting quality and sales targets in a fast-paced environment.

Qualifications

• Matric or equivalent.
• RE compulsory.
• At least 2 years sales experience in commercial short-term insurance.
• Excellent sales track record.
• Attitude towards service excellence.

Responsibilities

• Monthly premium written.
• Net conversion ratio of quotes to sales.
• Quality target achievement.
• Cancellation ratio management.
• Driven, self-motivated and able to work under pressure.
• Ability to deliver results in a fast paced environment.
• Team player with strong interpersonal skills.
• Build and maintain relationships and advise on commercial insurance cover.

Skills

Sales experience

Excellent sales track record

Interpersonal communication

Self-motivated

Education

Matric or equivalent

RE (Regulatory exams)

Job description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose

As Commercial Sales Advisor in this dynamic team, you will be required to provide Commercial Insurance advice. The successful candidates will be required to complete Commercial product training and be found competent.

Requirements

• Matric or equivalent
• RE (regulatory exams) compulsory
• At least 2 years sales experience, knowledge, and insight preferably within a Commercial Sales (specific to short-term insurance) advice giving role.
• Must have an excellent sales track record.
• Attitude/passion towards service excellence
• Clear disciplinary record

Duties & Responsibilities

• Monthly premium written.
• Net conversion ratio of quotes to sales
• Quality target
• Cancellation ratio
• Must be driven, self-motivated and be able to work under pressure.
• Ability to execute and deliver results.
• Uncompromising approach towards service excellence and the ability to work in a fast paced and results orientated environment.
• Ability to work in a team environment.
• Excellent interpersonal and communication skills (verbal and written)
• Enthusiastic and passionate about the role and the company
• Ability to build and maintain relationships.
• Ability to interpret and provide advice on Commercial insurance cover.