Insurance Sales Agent

Placements24; Soweto; On-site; ZAR 180,000 - 360,000; Full time

Benefits offered by this job

Competitive commission-based salary

Comprehensive training program

Medical aid and retirement fund

Job summary

Placements24 is seeking an Insurance Sales Agent for Soweto, Gauteng to grow the client base by identifying prospects, assessing needs, and presenting suitable policies. The role involves field-based client meetings, relationship-building, and guiding customers through the application and issuance process.

The ideal candidate is a proactive communicator with sales drive, capable of delivering excellent service and meeting sales targets within a local community setting.

Qualifications

• A Grade 12 certificate or equivalent qualification.
• Proven sales experience, preferably in insurance or financial services.
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of insurance products and their benefits.
• Self-motivated, results-oriented, able to work independently.
• Proficiency in using CRM software and standard office applications.
• Driver's license and own reliable vehicle are essential.
• Willingness to obtain FAIS-related regulatory exams.

Responsibilities

• Prospect for new clients through networking, referrals, and targeted outreach.
• Conduct needs assessments to understand client financial and life circumstances.
• Present and explain life, health, vehicle, and home insurance products clearly.
• Provide personalized recommendations and tailor insurance packages to client needs.
• Guide clients through the application process and ensure accurate documentation.
• Build long-term relationships with clients through regular follow-ups and service.
• Aim to achieve and exceed sales targets set by the company.
• Stay updated on industry trends and new products.

Skills

Sales

Communication

Negotiation

Interpersonal skills

CRM software

Education

Grade 12

Tools

CRM software

Job description

About the Role

Our client, a reputable and growing insurance provider, is seeking a motivated and customer-focused Insurance Sales Agent to join their dedicated team in Soweto, Gauteng . This role is essential for expanding our client's customer base by identifying prospective clients, understanding their insurance needs, and offering suitable policy solutions. You will be responsible for building strong relationships, providing expert advice, and ensuring a seamless sales process from initial contact to policy issuance. The ideal candidate is a proactive communicator with a passion for sales and a commitment to providing exceptional service. This is a field-based position requiring significant client interaction within the local community.

Key Responsibilities

• Prospect for new clients through various channels, including networking, referrals, and targeted outreach.


• Conduct thorough needs assessments with potential clients to understand their financial and life circumstances.


• Present and explain various insurance products (life, health, vehicle, home) in a clear and understandable manner.


• Provide personalized recommendations and tailor insurance packages to meet individual client needs and budgets.


• Guide clients through the application process, ensuring all necessary documentation is accurately completed.


• Build and maintain long-term relationships with clients through regular follow-ups and exceptional customer service.


• Achieve and exceed sales targets set by the company.


• Stay updated on industry trends, new products, and competitor offerings.

Requirements

• A Grade 12 certificate or equivalent qualification is required; tertiary education in a related field is an advantage.


• Proven experience in sales, preferably within the insurance or financial services sector.


• Excellent communication, negotiation, and interpersonal skills.


• A strong understanding of different insurance products and their benefits.


• Self-motivated, results-oriented, and able to work independently.


• Proficiency in using CRM software and standard office applications.


• A valid driver's license and own reliable vehicle are essential for this role.


• Relevant regulatory exams (e.g., FAIS) or willingness to obtain them is necessary.

Benefits

• Our client offers a competitive commission-based salary structure, with potential for significant earnings based on performance, in addition to a basic salary.


• Comprehensive training programs are provided to ensure you have the knowledge and skills to succeed.


• Medical aid and retirement fund contributions are part of the employee benefits package.


• Opportunities for career advancement within the sales hierarchy are available.


• You will be joining a supportive sales team and a company culture that values dedication and hard work.


• This role offers the chance to build your own client base and achieve financial independence.