Insurance Sales Consultant - Direct Channels

Placements24; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Uncapped commission

Medical aid

Provident fund

Performance incentives

Paid training

Career progression

Job summary

Placements24 is seeking an energetic Insurance Sales Consultant for our Bloemfontein team in the Free State. You will engage potential customers by phone and online channels to provide quotes, explain policy options, and close sales across various insurance products.

The role emphasizes customer-centric communication, meeting monthly targets, and using CRM tools to track activity. A background in insurance sales and regulatory exams (e.g., RE5) are beneficial, with full-time office work required.

Qualifications

• Experience in sales, customer service or related field.
• Proficiency with CRM software and sales tools.
• Excellent communication, interpersonal and persuasion skills.
• Ability to listen, understand customer needs and offer tailored solutions.
• Proven ability to meet and exceed sales targets.

Responsibilities

• Respond to inbound inquiries from prospective customers via phone, email, and online chat.
• Identify customer needs and recommend suitable insurance products and coverage options.
• Explain policy details, benefits, exclusions, and pricing clearly to customers.
• Guide customers through the application process and ensure accurate documentation.
• Achieve and exceed monthly sales targets and KPIs.
• Maintain up-to-date knowledge of products, promotions, and regulations.
• Record all sales activities in the CRM system.

Job description

About the Role

Our client, a leading direct-to-consumer insurance provider, is seeking an energetic and results-driven Insurance Sales Consultant to join their bustling team in Bloemfontein, Free State . This role is primarily focused on engaging with potential customers via phone and digital channels to provide quotes, explain policy options, and close sales for a range of insurance products. The ideal candidate will be passionate about helping people find the right coverage and possess excellent communication and sales skills. This is an excellent opportunity for individuals looking to build a successful career in insurance sales within a supportive and performance-driven environment. You will be an ambassador for the brand, ensuring every customer interaction is positive and professional. The company offers extensive training and career development.

Key Responsibilities

• Respond to inbound inquiries from prospective customers via phone, email, and online chat.
• Proactively identify customer needs and recommend suitable insurance products and coverage options.
• Clearly explain policy details, benefits, exclusions, and pricing to customers.
• Guide customers through the application process and ensure accurate completion of all required documentation.
• Achieve and exceed monthly sales targets and key performance indicators.
• Build rapport and trust with potential clients through effective communication and active listening.
• Maintain up-to-date knowledge of all insurance products, promotions, and industry regulations.
• Handle customer objections and provide effective solutions.
• Collaborate with team members and supervisors to share best practices and contribute to a positive team environment.
• Ensure all sales activities are accurately recorded in the CRM system.

Requirements

• A minimum of 1-2 years of experience in sales, customer service, or a related field.
• Previous insurance sales experience is highly desirable.
• Excellent communication, interpersonal, and persuasion skills.
• Strong ability to listen, understand customer needs, and offer tailored solutions.
• Proven ability to meet and exceed sales targets.
• Proficiency in using CRM software and other sales tools.
• A valid driver's license and clear criminal record are required.
• Completed or willingness to complete relevant regulatory examinations (e.g., RE5).
• Ability to work effectively in a fast-paced, target-driven environment.
• Must be available to work full-time at our Bloemfontein office.

Benefits

• Our client offers a competitive basic salary plus an uncapped commission structure, providing significant earning potential.
• Additional benefits include medical aid, a provident fund, performance incentives, and paid training.
• Opportunities for career advancement into team leadership and management roles are available for high performers.

We provide a vibrant and supportive work culture focused on success.