Insurance Sales Consultant

Placements24; Paarl; Hybrid; ZAR 240,000 - 480,000; Full time

Benefits offered by this job

Competitive base salary

Commission and bonus

Hybrid work model

Medical and retirement benefits

Sales support and marketing resources

Career advancement and training

Job summary

Placements24 in Paarl is seeking an energetic Insurance Sales Consultant to generate new business and nurture client relationships in the Western Cape. The hybrid role combines field and office interactions, with a focus on tailoring life, investments, and short-term products to meet individual and family needs.

You will build trust, communicate value, and close sales while leveraging supportive marketing resources.

Qualifications

• Proven track record in sales, ideally within the financial services or insurance sector.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated ability to meet and exceed sales targets.
• Strong understanding of insurance products and financial planning principles.
• RE 5 qualification and relevant industry certifications are advantageous.

Responsibilities

• Actively prospect for new clients through various channels, including referrals and networking events.
• Conduct needs analysis meetings with potential clients to identify their financial protection requirements.
• Present and explain insurance products (e.g., life, investments, short-term) clearly and persuasively.
• Prepare customized quotes and proposals, guiding clients through the application process.
• Provide ongoing support and service to existing clients, ensuring policy satisfaction and identifying opportunities for cross-selling.

Skills

Sales experience

Communication

Negotiation

Interpersonal skills

Insurance knowledge

Education

RE5 qualification

Job description

About the Role

Our client is looking for a dynamic and persuasive Insurance Sales Consultant to join their team in Paarl . This hybrid role focuses on generating new business and nurturing existing client relationships within the local community. You will leverage your understanding of various insurance products to provide tailored solutions that meet individual and family needs. Your success will depend on your ability to build trust, effectively communicate value propositions, and close sales. Contributing to the vibrant economy of the Western Cape , you will be an ambassador for our client's commitment to security and peace of mind for policyholders.

Key Responsibilities

• Actively prospect for new clients through various channels, including referrals and networking events.
• Conduct needs analysis meetings with potential clients to identify their financial protection requirements.
• Present and explain insurance products (e.g., life, investments, short-term) clearly and persuasively.
• Prepare customized quotes and proposals, guiding clients through the application process.
• Provide ongoing support and service to existing clients, ensuring policy satisfaction and identifying opportunities for cross-selling.

Requirements

• Proven track record in sales, ideally within the financial services or insurance sector .
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated ability to meet and exceed sales targets.
• Strong understanding of insurance products and financial planning principles.
• RE 5 qualification and relevant industry certifications are advantageous.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Hybrid work model allowing for flexibility in managing client interactions.
• Comprehensive medical and retirement benefits.
• Dedicated sales support and marketing resources.
• Opportunities for career advancement and specialized training.