Insurance Sales Agent - High Net Worth Clients

Placements24; Soweto; Sur place; ZAR 350 000 - 650 000; Plein temps

Avantages offerts par ce poste

Commission + performance bonus

Leads provided

Training on HNW strategies

Prestigious team environment

Career growth opportunities

Résumé du poste

Placements24 is seeking an experienced Insurance Sales Agent to serve High Net Worth clients from our Soweto office. The role requires a sophisticated understanding of wealth management, estate planning, and specialized personal lines coverage, with a focus on building lasting relationships.

You will present tailored insurance solutions, collaborate with wealth managers, meet ambitious sales targets, and navigate regulatory requirements.

Qualifications

• Minimum 5 years of proven sales experience selling to High Net Worth individuals.
• In-depth knowledge of insurance products for HNW clients (life, estate planning, luxury assets).
• Excellent communication, negotiation, and presentation skills for affluent clientele.
• Strong understanding of financial planning and wealth management concepts.
• RE5 license and FAIS credits are mandatory.

Responsabilités

• Identify, prospect and acquire HNW clients in Soweto, Gauteng.
• Build and maintain long-term relationships with affluent clients.
• Conduct needs analyses to tailor insurance solutions.
• Develop and present customized proposals for life, investments, property, and other coverages.
• Explain complex products clearly and ensure regulatory compliance.
• Meet and exceed sales targets and new business objectives.
• Provide ongoing service and collaborate with wealth managers.

Connaissances

HNW sales

CRM proficiency

Communication

Negotiation

Relationship building

Formation

RE5 license

FAIS credits

Outils

CRM software

Sales analytics tools

Description du poste

About the Role

Our client is seeking a motivated and experienced Insurance Sales Agent to focus on serving High Net Worth (HNW) clients in the Soweto, Gauteng region. This role requires a sophisticated understanding of complex insurance needs, including wealth management, estate planning, and specialized personal lines coverage. You will be responsible for building and nurturing relationships with affluent individuals, providing tailored financial advice, and presenting customized insurance solutions. This is an exceptional opportunity to work with a prestigious client base and achieve significant earning potential through a commission-based structure. The ideal candidate will possess excellent interpersonal skills, a strong sales acumen, and a deep knowledge of the HNW market. We are committed to providing our agents with the support and resources needed to excel. This position requires regular client interaction and is based in our Soweto office.

Key Responsibilities

• Identify, prospect, and acquire High Net Worth (HNW) clients in Soweto, Gauteng .


• Build and maintain strong, long-term relationships with affluent clients.


• Conduct in-depth needs analysis to understand clients' unique financial and insurance requirements.


• Develop and present customized insurance proposals for life, investments, property, and other specialized coverages.


• Explain complex insurance products and financial concepts clearly and concisely.


• Achieve and exceed ambitious sales targets and new business objectives.


• Provide exceptional ongoing service and support to HNW clients.


• Collaborate with financial advisors and wealth managers to offer integrated solutions.


• Stay informed about market trends, competitor offerings, and regulatory changes impacting the HNW segment.


• Ensure compliance with all industry regulations and company policies.

Requirements

• A minimum of 5 years of proven sales experience, with a strong track record of success in selling to High Net Worth individuals.


• In-depth knowledge of various insurance products relevant to HNW clients (e.g., high-value life insurance, estate planning solutions, luxury asset protection).


• Excellent communication, negotiation, and presentation skills tailored for an affluent clientele.


• Strong understanding of financial planning principles and wealth management concepts.


• A professional demeanor and the ability to build trust and rapport quickly.


• Relevant industry licenses and certifications (e.g., RE5, relevant FAIS credits) are mandatory.


• Proficiency in CRM software and sales analytics tools.


• Self-motivated, driven, and results-oriented with a strong work ethic.


• Ability to work effectively within the Soweto office environment and conduct client meetings.


• Familiarity with the economic landscape and affluent communities within Gauteng .

Benefits

• Our client offers a competitive commission structure with significant earning potential, supplemented by a performance-based bonus system.


• Access to qualified leads and marketing support is provided to help you succeed.


• Comprehensive training on HNW market strategies and product knowledge is included.


• You will benefit from working within a prestigious and supportive team environment.


• Opportunities for professional growth and advancement within the organization are available.


• Join a leading insurance provider in Soweto and build a rewarding career serving the needs of discerning clients.