Insurance Broker

Placements24; Klerksdorp; On-site; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive base salary + uncapped KPI

Training and development opportunities

Medical aid and retirement options

Job summary

Placements24 in Klerksdorp, North West, seeks an experienced Insurance Broker to join our client’s team. You will advise clients on short-term, life and investment-linked policies, assess needs, compare quotes from multiple providers and negotiate favorable terms.

You’ll build lasting relationships, drive sales, manage policy reviews and stay abreast of industry changes while delivering excellent service to a diverse client base in the Klerksdorp area.

Qualifications

• Experience as an Insurance Broker or similar sales-focused insurance role.
• RE 5 and FAIS licences or equivalent qualifications.
• Knowledge of short-term, life, health and investments insurance products.
• Excellent sales, negotiation and persuasive communication skills.

Responsibilities

• Consult with clients to identify insurance needs and financial objectives.
• Research and compare policies from multiple providers to find best fit.
• Advise on policy terms, coverage, deductibles and exclusions.
• Prepare and present quotes and proposals.
• Assist clients with applications and documentation.
• Negotiate with insurers for favourable terms and premiums.
• Manage client relationships and provide ongoing support.

Skills

Sales skills

Negotiation

Client relationships

Communication

Networking

Education

RE 5

FAIS licences

Tools

CRM software

Broking software

Job description

About the Role

Our client, a well-established insurance brokerage, is seeking a driven and customer-oriented Insurance Broker to join their team in Klerksdorp, North West . As an Insurance Broker, you will be the primary point of contact for clients, providing expert advice on a wide range of insurance products, including short-term, life, and investment-linked policies. Your role will involve understanding client needs, identifying suitable insurance solutions from various providers, and negotiating the best terms and premiums. The ideal candidate is a natural communicator, adept at building relationships and closing sales, with a strong knowledge of the insurance market. This position offers a great opportunity for a motivated professional to build a successful career in insurance sales and advisory services within the vibrant Klerksdorp area.

Key Responsibilities

• Consult with clients to identify their insurance needs and financial objectives.
• Research and compare insurance policies from multiple providers to find the best fit for clients.
• Advise clients on policy terms, coverage limits, deductibles, and exclusions.
• Prepare and present insurance quotes and proposals.
• Assist clients in completing insurance applications and necessary documentation.
• Negotiate with insurance companies on behalf of clients to secure favorable terms and premiums.
• Manage client relationships, providing ongoing support and policy reviews.
• Handle client inquiries, claims assistance, and policy endorsements.
• Stay up-to-date with industry developments, new products, and regulatory changes.
• Achieve and exceed sales and retention targets.

Requirements

• Proven experience as an Insurance Broker or in a similar sales-focused insurance role.
• Relevant industry qualifications and licenses (e.g., RE 5, FAIS).
• Comprehensive knowledge of various insurance products (short-term, life, health, investments).
• Excellent sales, negotiation, and persuasive communication skills.
• Strong networking and client relationship management abilities.
• Proficiency in CRM systems and insurance broking software.
• Ability to analyze client needs and recommend appropriate solutions.
• A professional demeanor and strong work ethic.
• Must be located in or willing to relocate to Klerksdorp, North West .
• A desire to help clients protect their assets and financial well-being.

Benefits

• Competitive base salary plus uncapped commission.
• Performance incentives and bonuses.
• Comprehensive medical aid and retirement fund options.
• Ongoing training and professional development opportunities.
• Supportive team environment and career progression pathways.
• Opportunity to work with a diverse client base.