Insurance Sales Agent - Life and Investments

Placements24; Durban; Hybride; ZAR 180 000 - 300 000; Plein temps

Avantages offerts par ce poste

Competitive commission structure

Basic salary

Extensive training and development

Career progression to management

Team mentorship

Access to financial products

Incentive trips and rewards

Medical aid

Retirement fund options

Résumé du poste

Placements24 in Durban, KwaZulu-Natal is seeking a motivated Insurance Sales Agent to join our expanding team. You will promote life insurance policies and investment products, build a robust client base, and tailor solutions to individual financial goals.

Ideal candidates have proven sales experience in financial services, excellent communication, and FAIS accreditation or willingness to obtain it. You will work with clients to guide them through applications, underwriting, and ongoing service

Qualifications

• Matric or equivalent; finance/marketing degree advantageous.
• Proven sales experience in insurance or financial services.
• Strong communication and interpersonal skills.
• Willing to obtain FAIS accreditation if needed.

Responsabilités

• Prospect potential clients through referrals, networking, and outreach.
• Conduct needs analysis of clients' financial goals and risk tolerance.
• Present life insurance and investment solutions clearly.
• Build personalized financial plans and guide underwriting.
• Meet sales targets and maintain client relationships.

Connaissances

Sales experience

CRM proficiency

FAIS accreditation

Communication skills

Independent work

Time management

Formation

Matriculation certificate

Finance degree (advantageous)

Outils

CRM software

MS Office

Description du poste

About the Role

Our client is looking for a motivated and customer-focused Insurance Sales Agent to join their expanding team in Durban, KwaZulu-Natal . This role focuses on promoting and selling life insurance policies and investment products to prospective clients. The ideal candidate will have a passion for helping individuals achieve their financial goals through sound insurance and investment planning. You will be responsible for building a robust client base, understanding client needs, and recommending suitable solutions. This is a fantastic opportunity for a sales-driven individual to excel in a rewarding career within the financial services sector, contributing to a company known for its client-centric approach and commitment to excellence in Durban .

Key Responsibilities

• Proactively identify and prospect potential clients through various channels, including referrals, networking, and cold outreach.
• Conduct thorough needs analysis to understand clients' financial situations, goals, and risk tolerance.
• Present and explain complex insurance and investment products in a clear and understandable manner.
• Develop personalized financial plans and recommend appropriate life insurance and investment solutions.
• Guide clients through the application and underwriting process, ensuring a smooth experience.
• Build and maintain strong, long-term relationships with clients through regular follow-ups and exceptional service.
• Meet and exceed sales targets and performance objectives.
• Stay informed about new products, market trends, and industry regulations.
• Collaborate with internal teams to ensure efficient policy issuance and client onboarding.
• Handle client inquiries and concerns promptly and professionally.

Requirements

• Matriculation certificate or equivalent qualification; a tertiary qualification in Finance or Marketing is advantageous.
• Proven experience in sales, preferably within the insurance or financial services industry.
• Excellent communication, presentation, and interpersonal skills.
• A strong understanding of life insurance and investment principles.
• Resilience, persistence, and a driven attitude towards achieving sales goals.
• Ability to work independently and manage time effectively.
• Proficiency in CRM software and MS Office.
• Must hold relevant regulatory certifications (e.g., FAIS accreditation) or be willing to obtain them.
• Reside in or be willing to travel to client locations within the Durban, KwaZulu-Natal region.
• A clean credit and criminal record.

Benefits

• Competitive commission structure with potential for high earnings.
• Basic salary to provide financial stability.
• Extensive training and development programs.
• Opportunities for career progression to management roles.
• Supportive team environment and mentorship.
• Access to a wide range of financial products and solutions.
• Incentive trips and rewards for top performers.
• Medical aid and retirement fund options available.