Insurance Sales Consultant

Placements24; Klerksdorp; Hybrid; ZAR 180,000 - 360,000; Full time

Benefits offered by this job

Uncapped commission

Hybrid work arrangement

Training and development

Career progression

Incentive programs

Job summary

Placements24 in Klerksdorp, North West, is seeking an enthusiastic Insurance Sales Consultant for a hybrid role combining client-facing duties with remote admin tasks. You will advise potential clients on suitable policies, build relationships and close sales to meet targets.

The ideal candidate is a people-person with excellent communication, understands life, health, vehicle, and home insurance, and can explain policy features simply while collaborating with internal teams to issue policies

Qualifications

• Proven sales experience in financial services or insurance.
• Excellent communication and negotiation skills.
• Understanding of various insurance products.
• Regulatory certifications (e.g., FAIS) are a plus.

Responsibilities

• Proactively engage with potential clients to understand their insurance needs and recommend appropriate policies (e.g., life, health, vehicle, home insurance).
• Build and maintain a strong pipeline of leads through referrals, networking, and marketing campaigns.
• Conduct needs analysis with clients, explain policy features, benefits, and exclusions clearly and concisely.
• Guide clients through the application process, ensuring all necessary documentation is completed accurately.
• Achieve and exceed monthly and annual sales targets.
• Provide post-sale support to clients, ensuring satisfaction and identifying opportunities for cross-selling or up-selling.
• Stay up-to-date with product knowledge, industry trends, and competitor offerings.
• Collaborate with internal teams to ensure smooth policy issuance and client onboarding.

Skills

Sales experience

Communication skills

Negotiation

Independent working

Education

FAIS certification

Tools

CRM software

MS Office Suite

Job description

About the Role

Our client is seeking an enthusiastic and results-driven Insurance Sales Consultant to join their team in Klerksdorp, North West. This hybrid role offers a blend of client-facing interactions and remote administrative tasks, providing a dynamic work experience. You will be responsible for advising potential clients on suitable insurance products, building relationships, and closing sales to meet targets. The ideal candidate is a people-person with excellent communication skills and a strong understanding of various insurance offerings.

Key Responsibilities

• Proactively engage with potential clients to understand their insurance needs and recommend appropriate policies (e.g., life, health, vehicle, home insurance).
• Build and maintain a strong pipeline of leads through various channels, including referrals, networking, and marketing campaigns.
• Conduct needs analysis with clients, explain policy features, benefits, and exclusions clearly and concisely.
• Guide clients through the application process, ensuring all necessary documentation is accurately completed.
• Achieve and exceed monthly and annual sales targets.
• Provide post-sale support to clients, ensuring satisfaction and identifying opportunities for cross-selling or up-selling.
• Stay up-to-date with product knowledge, industry trends, and competitor offerings.
• Collaborate with internal teams to ensure smooth policy issuance and client onboarding.

Requirements

• Proven experience in sales, preferably within the financial services or insurance sector.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of different types of insurance products.
• Ability to explain complex information in a simple and understandable manner.
• Self-motivated, results-oriented, and able to work independently as well as part of a team.
• Proficiency in CRM software and MS Office Suite.
• A valid driver's license and own reliable vehicle are advantageous.
• Relevant regulatory certifications (e.g., FAIS) are a plus.

Benefits

• Competitive basic salary plus uncapped commission structure.
• Comprehensive training and ongoing product development support.
• Opportunities for career advancement within the sales hierarchy.
• Hybrid work arrangement offering flexibility.
• Positive and supportive team environment.
• Incentive programs and rewards for top performers.