Insurance Administrator and Sales Lead

Fidelity Services Group; Midrand; On-site; ZAR 200,000 - 300,000; Part time

Job summary

A growing financial services company in Midrand is looking for an Insurance Administrator and Sales Lead Representative. This full-time role involves outbound sales to clients, delivering financial products, and maintaining high-quality customer engagement. The ideal candidate has a minimum NQF level 5 qualification and at least 2 years of outbound sales experience in insurance. Attractive commission and incentive structure offered.

Qualifications

• Minimum 2 years experience in outbound sales of insurance products.
• Understanding of the FAIS Fit & Proper qualification requirements.
• Clear criminal and credit record required.

Responsibilities

• Outbound insurance sales calls to clients.
• Delivering quality sales of financial products.
• Engaging with customers professionally.
• Maintaining expert knowledge on sales processes.

Skills

Excellent communication and interpersonal skills

Sales-oriented and results-driven

Ability to work cooperatively with others

Proficient in relevant computer applications

Computer literate (MS Office)

Education

Minimum qualification NQF level 5

FAIS Regulatory Exam (RE5)

Class of Business (Long-term and Short-term)

Job description

Role Description

Role Description This is a full-time Insurance Administrator and Sales Lead Representative position within a growing and dynamic environment. Be part of a new outbound sales team offering financial services products to Fidelity Services Group Companys employee customer base. This is an excellent opportunity to showcase your contribution to the campaign performance which will set the foundation for career growth as this initiative expands into other business areas. A market-related guaranteed basic and attractive commission and incentive structure rewards consistent performance. Earning potential negotiable if the candidate has RE5 and Class of Business.

Responsibilities

• Outbound insurance sales calls to clients. (Scripted advice)
• Delivering quality sales of financial products to meet campaign targets.
• Effective sales objective handling to maximise each sales opportunity.
• Accurately record and maintain information on call results and policy details.
• Engaging with all customers in a professional manner.
• Maintaining expert knowledge on specific products sales processes and systems.
• Identifying and escalating priority issues to team leaders.
• Ensure commitment to the FAIS Fit & Proper qualification requirements.
• Adhering to TCF principles and our clients policies and processes.
• Understanding the Fidelity Services Groups culture and behaving in a manner that reflects the culture.

Competencies and Skills

• Excellent communication and interpersonal skills with the ability to quickly build rapport.
• Sales-oriented and results-driven.
• Able to work cooperatively with others on a team.
• Expresses oneself clearly in interactions with others.
• Takes responsibility for own performance.
• Ensures that ones own work is complete and accurate.
• Proficient in relevant computer applications including Sales / CRM systems.
• Computer literate (MS Office package).

Qualifications and Experience (all non-negotiable)

• Minimum qualification NQF level 5 (Financial Services-related qualification will be an advantage).
• FAIS Regulatory Exam (RE5) for Representatives.
• Class of Business Long-term and Short-term (Personal Lines) will be an advantage
• Consent required for Date of First Appointment to check timelines and fit and proper deadlines
• Meet Regulatory Fit and Proper Requirements.
• A clear criminal and credit record.
• Experience in outbound sales of insurance products minimum 2 years.

We reserve the right not to make an appointment to any advertised position. Whilst preference is given to existing employees at all times and the choice made is purely on merit Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team.

Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.

Should you not be contacted regarding this position within 10 working days from the closing date please regard your application as unsuccessful.

Required Experience

Unclear Seniority

Key Skills

C#,Banking,Food & Beverage,Concierge,Back Office

Employment Type

Part-Time

Experience

years

Vacancy

1