Insurance Sales Agent - Personal Lines

Placements24; Stellenbosch; Híbrido; ZAR 180.000 - 300.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Commission & bonus

Medical benefits

Retirement benefits

Annual leave

Sick leave

Sales training

Hybrid work model

Career growth

Wellness programs

Descripción de la vacante

Placements24 is hiring an Insurance Sales Agent in Stellenbosch, Western Cape. The role focuses on personal lines products (household, vehicle, travel) with a hybrid office/remote schedule to serve clients in and around Stellenbosch.

The successful candidate will engage prospects, assess needs, advise-tailored policies, and close sales to hit individual and team targets. The ideal candidate has 3+ years in insurance sales, strong communication, and a customer-centric approach, plus CRM and MS

Formación

• Matric certificate is required; an NQF Level 4 insurance qualification is a strong advantage.
• Minimum of 3 years’ sales experience, preferably in the insurance sector, personal lines.
• Proven track record of meeting/exceeding sales targets.
• Excellent communication, persuasion, and negotiation skills.
• Strong knowledge of personal insurance products (household, vehicle, travel).
• Customer-centric approach with service focus.
• Ability to work independently and in a team.
• Proficiency in CRM systems and MS Office; valid driver’s license and reliable transport.

Responsabilidades

• Proactively generate leads through referrals, networking, and marketing initiatives.
• Conduct consultations to understand client needs and recommend suitable policies.
• Explain policy details, premiums, and benefits clearly.
• Prepare and present quotes and proposals to clients.
• Close sales and complete application and documentation processes.
• Manage a portfolio of existing clients, renewals, and cross-selling opportunities.
• Provide excellent customer service and resolve client inquiries promptly.
• Stay informed about new products and market trends.
• Meet and exceed monthly and quarterly sales targets.
• Collaborate with internal teams to ensure smooth policy issuance.

Conocimientos

Sales expertise

Communication skills

Negotiation

Customer service

Educación

Matric certificate

NQF 4 insurance qualification

Herramientas

CRM software

MS Office

Descripción del empleo

About the Role

Our client, a dynamic and reputable **insurance** agency located in the picturesque town of **Stellenbosch, Western Cape**, is actively seeking a driven and customer-focused Insurance Sales Agent to join their team. This role focuses on personal lines insurance products, including household, vehicle, and travel insurance. You will be responsible for engaging with potential clients, assessing their needs, providing tailored advice, and closing sales to achieve individual and team targets. The ideal candidate will possess excellent communication and interpersonal skills, a strong understanding of personal insurance offerings, and a passion for helping individuals protect their assets. This hybrid position allows for a balance of in-office client consultations and remote administrative tasks, offering flexibility and efficiency in serving the **Stellenbosch** community. Join a supportive environment where your sales expertise is valued and rewarded within the thriving **insurance** sector.

Key Responsibilities

• Proactively generate leads through various channels, including referrals, networking, and marketing initiatives.
• Conduct in-depth consultations with prospective clients to understand their insurance needs and recommend suitable policies.
• Explain policy details, coverage options, premiums, and benefits clearly and concisely.
• Prepare and present insurance quotes and proposals to clients.
• Effectively close sales and complete all necessary application and documentation processes accurately.
• Manage a portfolio of existing clients, ensuring policy renewals and identifying opportunities for cross-selling or up-selling.
• Provide excellent customer service, addressing client inquiries and resolving issues promptly.
• Stay informed about new insurance products, market trends, and competitor offerings.
• Meet and exceed monthly and quarterly sales targets.
• Collaborate with internal teams to ensure smooth policy issuance and servicing.

Requirements

• Matric certificate is required; a relevant insurance qualification (e.g., NQF Level 4) is a strong advantage.
• Minimum of 3 years of experience in sales, preferably within the **insurance** industry, specifically personal lines.
• Proven track record of meeting and exceeding sales targets.
• Excellent communication, persuasion, and negotiation skills.
• Strong understanding of personal insurance products (e.g., car, home, life, travel insurance).
• Customer-centric approach with a commitment to providing exceptional service.
• Ability to work effectively both independently and as part of a team.
• Proficiency in CRM systems and MS Office applications.
• Valid driver’s license and reliable transport for client meetings in and around **Stellenbosch**.
• Must be willing to work a hybrid schedule, combining office-based and remote work.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Comprehensive medical and retirement benefits.
• Generous annual leave and paid sick leave.
• Ongoing sales training and professional development opportunities.
• Supportive team environment and management in **Stellenbosch**.
• Hybrid work model providing flexibility.
• Opportunities for career growth within a reputable **insurance** agency.
• Employee wellness programs and team-building activities.