Insurance Sales Consultant

Placements24; South Africa; Hybrid; ZAR 180,000 - 330,000; Full time

Benefits offered by this job

Competitive base salary + commission

Medical aid and retirement fund

Sales training and development

Hybrid work model

Job summary

Placements24 in Paarl, Western Cape, is seeking an Insurance Sales Consultant to advise clients on life, health, and short-term products. The role blends in-office collaboration with remote work and targets-focused selling.

You will generate leads, present policies, guide applications, and build lasting client relationships while complying with regulatory standards. A matric certificate is required; sales experience and strong communication are essential.

Qualifications

• Matric certificate is essential; tertiary qualification in Marketing, Business, or related field advantageous.
• Proven sales experience, preferably in insurance.
• Excellent communication, presentation and interpersonal skills.
• Strong understanding of Life, Health and Short-Term insurance products.
• Proficiency with CRM software and sales management tools.
• Hybrid work environment balancing remote and Paarl office duties.

Responsibilities

• Engage potential clients to identify insurance needs and recommend products.
• Generate new leads through networking, referrals and campaigns.
• Present policies, coverage details, benefits and costs clearly.
• Guide clients through application process with complete documentation.
• Build long-term relationships to foster loyalty and repeat business.
• Achieve and surpass individual and team sales targets.
• Stay updated on product knowledge and market trends in the Western Cape.
• Provide post-sale support and follow-up for client satisfaction.
• Collaborate with colleagues and management to share best practices.

Skills

Sales experience

Communication

Interpersonal skills

Negotiation

CRM software

Lead generation

Education

Matric certificate

Marketing related degree

Tools

CRM software

Sales tools

Job description

About the Role

Our client, a prominent insurance provider, is actively seeking a motivated and customer-focused Insurance Sales Consultant to join their team in Paarl, Western Cape. This hybrid role offers a dynamic blend of in-office collaboration and remote flexibility. You will be responsible for advising potential clients on suitable insurance products, generating leads, and closing sales to meet and exceed targets. The ideal candidate will possess excellent communication and interpersonal skills, a passion for helping people secure their financial future, and a thorough understanding of various insurance lines, including life, health, and short-term insurance. You will play a vital role in expanding our client's customer base and ensuring client satisfaction through expert advice and tailored solutions. Working within the vibrant community of Paarl, Western Cape, you will engage with clients both virtually and face-to-face, fostering strong relationships. This position requires a proactive approach to sales and a commitment to ethical conduct within the insurance industry.

Key Responsibilities

• Engage with potential clients to identify their insurance needs and recommend appropriate products.
• Generate new leads through various channels, including networking, referrals, and marketing campaigns.
• Present and explain insurance policies, coverage details, benefits, and costs clearly and effectively.
• Guide clients through the application process, ensuring all necessary documentation is completed accurately.
• Build and maintain strong, long-term relationships with clients to foster loyalty and repeat business.
• Achieve and surpass individual and team sales targets on a consistent basis.
• Stay updated on product knowledge, market trends, and competitor activities within the Western Cape insurance market.
• Provide post-sale support and follow-up to ensure client satisfaction.
• Collaborate with colleagues and management to share best practices and contribute to team success.

Requirements

• A matriculation certificate is essential; tertiary qualification in Marketing, Business, or related field is advantageous.
• Proven experience in sales, preferably within the insurance industry.
• Excellent communication, presentation, and interpersonal skills.
• A strong understanding of different insurance products (Life, Health, Short-Term).
• Proficiency in using CRM software and sales management tools.
• Ability to work effectively in a hybrid environment, balancing remote work with office-based duties in Paarl.
• Self-motivated with a results-driven approach and a passion for sales.
• Strong negotiation skills and the ability to handle objections effectively.
• A valid driver's license and reliable vehicle are beneficial.

Benefits

• Our client offers a competitive base salary, coupled with an attractive commission structure and performance-based bonuses.
• Comprehensive medical aid and retirement fund contributions are provided.
• Opportunities for continuous professional development, including sales training and product knowledge enhancement, are readily available.
• The hybrid work model offers flexibility, allowing for a better work-life balance.
• Join a supportive and dynamic team environment that encourages collaboration and career growth.
• Our client is committed to providing a rewarding career path within the insurance sector.
• This role, based in Paarl, Western Cape, offers the chance to make a real impact while building a successful sales career.