Insurance Sales Consultant / Broker

Belay Talent Solutions; Sandton; Presencial; ZAR 360 000 - 720 000; Tempo integral

Resumo da oferta

Belay Talent Solutions is seeking an Insurance Sales Consultant / Broker for a leading South African bank in Sandton. The role focuses on acquiring new business, expanding existing relationships, and delivering tailored banking solutions to SME and business clients.

The ideal candidate thrives in a target-driven environment, develops networks within the SME sector, and ensures compliance with FAIS and banking regulations. A strong sales background and client- facing skills are essential.

Qualificações

• Matric / Grade 12 is essential.
• Diploma or Degree in Commerce, Finance, Business, Banking, or a related field is preferred.

Responsabilidades

• New Business Development: identify and acquire new business clients, grow market share, generate leads, drive revenue through product sales and value-added banking services.
• Relationship Management: build and maintain strong relationships with business clients, conduct financial fitness discussions, ensure exceptional client service, resolve queries and complaints.
• Sales & Performance Management: achieve and exceed sales targets, monitor pipelines, ensure deals are structured and priced in line with objectives, participate in reviews to improve performance.
• FAIS, FICA, banking regulations compliance and governance: maintain compliance, training and regulatory requirements, verify client information, identify suspicious activities, adhere to risk and confidentiality standards.

Conhecimentos

Sales experience

New business development

Relationship management

Networking

Negotiation

Formação académica

Matric / Grade 12

Diploma or Degree in Commerce, Finance, Banking or related field

Descrição da oferta de emprego

Insurance Sales Consultant / Broker (FAIS Affected)

Are you a driven banking professional with a passion for acquiring new clients, building long-term relationships, and exceeding sales targets?

A leading South African bank is seeking an ambitious InsuranceSales Consultant / Broker to identify new business opportunities, expand existing client relationships, and deliver tailored banking solutions to business and commercial clients.

This role is ideal for a sales-focused banking professional who thrives in a target-driven environment and enjoys building strong networks within the SME and business banking sector.

Key Responsibilities:

New Business Development:

• Identify and acquire new business clients through networking, referrals, and proactive sales activities.
• Conduct needs analyses and recommend appropriate banking solutions.
• Grow market share by converting prospects into primary banking clients.
• Generate leads through internal partnerships and external networking activities.
• Drive revenue growth through product sales and value-added banking services.

Relationship Management:

• Build and maintain strong relationships with business clients.
• Conduct regular financial fitness discussions to identify opportunities for cross-selling.
• Ensure exceptional client service and adherence to the "Ask Once" client experience philosophy.
• Resolve client queries and complaints effectively and professionally.
• Obtain and act on client feedback to strengthen relationships and service delivery.

Sales & Performance Management:

• Achieve and exceed monthly, quarterly, and annual sales targets.
• Monitor and manage sales pipelines and conversion activities.
• Ensure all deals are structured and priced in line with business objectives.
• Participate in sales reviews and implement recommendations to improve performance.

Risk, Compliance & Governance

• Ensure full compliance with FAIS, FICA, banking regulations, and internal policies.
• Maintain current Letters of Authority and regulatory requirements.
• Complete all mandatory compliance training and assessments.
• Verify client information accurately and identify suspicious or fraudulent activities.
• Adhere to operational risk, confidentiality, and compliance standards.

Minimum Requirements:

Qualifications:

• Matric / Grade 12 (Essential)
• Diploma or Degree in Commerce, Finance, Business, Banking, or a related field (Preferred)

FAIS Requirements:

• RE5 Qualification (Advantageous)
• Class of Business completed
• DOFA details required
• FAIS Fit & Proper compliant

Experience:

• Min.2 years' experience in a banking, financial services, or financial sales environment.
• Proven track record of meeting or exceeding sales targets.
• Experience acquiring and managing client relationships.
• Exposure to business banking, commercial banking, lending, transactional banking, or financial products will be advantageous.

Key Competencies:

• Business Development
• Sales & Relationship Management
• Financial Needs Analysis
• Prospecting & Lead Generation
• Customer Service Excellence
• Banking & Financial Products Knowledge
• Negotiation & Influencing Skills
• Networking & Relationship Building
• Compliance & Risk Awareness
• Results Driven & Target Focused

Why Apply?

This is an outstanding opportunity to join a respected banking institution where you will be empowered to build a portfolio of clients, develop your banking career, and earn recognition for your sales success.