Hybrid Insurance Sales Agent: Build Relationships & Grow

Placements24; Mossel Bay; Hybrid; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Hybrid work model

Medical aid

Retirement fund

Travel allowances

Job summary

Placements24 in Mossel Bay, Western Cape, is seeking an Insurance Sales Agent to identify prospects, assess client insurance needs, and offer tailored policies. You will present quotes, complete applications, and maintain strong client relationships to meet monthly and annual targets.

The role offers a hybrid work arrangement, comprehensive training, and opportunities for career progression in a growing organization.

Qualifications

• Proven experience in sales, preferably within the insurance or financial services industry.
• Excellent communication, negotiation, and interpersonal skills.
• A strong understanding of insurance products and services is advantageous.
• Ability to work independently and as part of a team.
• Proficiency in CRM software and basic computer applications.
• A valid driver’s license and access to a reliable vehicle are essential for client visits.
• RE 5 certification or willingness to obtain it is required.
• Resilience, a positive attitude, and a drive to succeed.

Responsibilities

• Identify potential customers and generate leads through various prospecting methods.
• Consult with clients to assess their insurance needs and recommend appropriate policies (e.g., life, health, property, vehicle).
• Explain policy details, coverage options, and benefits clearly and concisely to prospective clients.
• Prepare and present insurance quotes and proposals, addressing any client queries or concerns.
• Process new insurance applications accurately and efficiently, ensuring all documentation is complete.
• Build and maintain strong, long-lasting relationships with existing clients through regular follow-ups and excellent customer service.
• Achieve and exceed monthly and annual sales targets.
• Stay updated on product knowledge, market trends, and competitor activities.

Skills

Sales experience

Communication skills

Independent work

Team collaboration

Education

RE5 certification

Tools

CRM software

Job description

Placements24 in Mossel Bay, Western Cape, is seeking an Insurance Sales Agent to identify prospects, assess client insurance needs, and offer tailored policies. You will present quotes, complete applications, and maintain strong client relationships to meet monthly and annual targets.

The role offers a hybrid work arrangement, comprehensive training, and opportunities for career progression in a growing organization.