Insurance Sales Agent - Direct Channels

Placements24; Gauteng; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Hybrid working arrangements

Commission and performance bonuses

Comprehensive medical and retirement

Extensive sales training and ongoing

Supportive sales team environment

Job summary

Placements24 in Centurion is seeking an energetic Insurance Sales Agent to grow the direct channels business. You will identify and engage potential clients, perform needs analysis, and present tailored insurance solutions to meet their requirements.

Responsibilities include generating leads, providing quotes, guiding clients through underwriting, and closing sales while maintaining CRM records in a hybrid work environment with training and ongoing support.

Qualifications

• Proven experience in sales, preferably within the insurance or financial services industry.
• Strong understanding of different insurance products (life, health, short-term).
• Exceptional communication, persuasion, and closing skills.
• Self-motivated with a strong drive to achieve sales goals.
• Ability to build rapport and trust with diverse client profiles.
• Relevant sales certifications or insurance qualifications are an advantage for this role in Centurion.

Responsibilities

• Identify and engage potential clients through direct sales channels (phone, online, referrals).
• Conduct needs analysis to understand clients' insurance requirements.
• Present and explain various insurance products, highlighting benefits and features.
• Provide accurate quotes and guide clients through the application and underwriting process.
• Achieve and surpass monthly and quarterly sales targets.
• Maintain detailed records of client interactions and sales activities in the CRM system.

Skills

Sales experience

Insurance product knowledge

Communication skills

Persuasion and closing

Self-motivation

Rapport building

Education

Insurance qualifications or sales certifications

Tools

CRM software

Job description

About the Role

Our client is seeking an energetic and results-driven Insurance Sales Agent to focus on Direct Channels within their thriving operation in Centurion. This role is crucial for expanding the company's customer base by identifying and engaging potential clients directly, understanding their insurance needs, and presenting tailored solutions. You will be responsible for generating leads, nurturing relationships, and closing sales to meet and exceed targets. This is an exciting opportunity for a motivated sales professional who is passionate about insurance and excels at building rapport and trust with customers, working within a supportive team that provides the tools and training needed for success.

Key Responsibilities

• Proactively identify and engage potential clients through various direct sales channels (phone, online, referrals).
• Conduct thorough needs analysis to understand clients' unique insurance requirements.
• Present and explain various insurance products, highlighting benefits and features.
• Provide accurate quotes and guide clients through the application and underwriting process.
• Achieve and surpass monthly and quarterly sales targets.
• Maintain detailed records of client interactions and sales activities in the CRM system.

Requirements

• Proven experience in sales, preferably within the insurance or financial services industry.
• Strong understanding of different insurance products (life, health, short-term).
• Exceptional communication, persuasion, and closing skills.
• Self-motivated with a strong drive to achieve sales goals.
• Ability to build rapport and trust with diverse client profiles.
• Relevant sales certifications or insurance qualifications are an advantage for this role in Centurion.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Hybrid working arrangements for a balanced work-life experience.
• Comprehensive medical and retirement benefits package.
• Extensive sales training and ongoing professional development.
• A vibrant and supportive sales team environment.