Insurance Sales Consultant

Talent Evolution; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance provider is seeking a Sales Consultant to convert qualified leads into sales while ensuring compliance with industry regulations. Key responsibilities include conducting calls, generating insurance quotes, maintaining client relationships, and meeting individual sales targets in a fast-paced environment. Ideal candidates should possess Matric, relevant qualifications, and at least one year of insurance sales experience, demonstrating strong communication and negotiation skills.

Qualifications

• Essential to have Matric (Grade 12) and RE5 qualification.
• Proven track record of achieving sales targets is necessary.
• Minimum 1 year insurance sales experience in a call centre.

Responsibilities

• Convert qualified leads into sales through calls.
• Maintain strong client relationships for retention.
• Ensure compliance with FSCA regulations.

Skills

Strong communication skills

Interpersonal skills

Negotiation ability

CRM systems proficiency

Microsoft Office applications

Education

Matric (Grade 12)

RE5 qualification

NQF Level 4 or 5 in Insurance, Banking, or Wealth Management

CPD compliance

Job description

SUMMARY

The Sales Consultant is responsible for converting qualified leads into sales within a high-volume, target-driven environment. The role involves engaging prospective clients, generating insurance quotes, delivering exceptional customer service, and consistently achieving individual sales targets. The Sales Consultant ensures full compliance with industry regulations while contributing to the overall performance and success of the sales team.

Key Responsibilities

Lead Conversion

• Conduct outbound and inbound calls to prospective clients based on leads provided by bond origination partners.
• Present and explain insurance products clearly, tailoring solutions to meet individual client needs.
• Generate accurate quotes and follow up effectively to convert enquiries into successful sales.

Customer Relationship Management

• Build and maintain strong, professional relationships with clients to ensure satisfaction and retention.
• Address client queries promptly and professionally to ensure a seamless customer experience.
• Maintain accurate and up-to-date records of all client interactions and sales activities on the CRM system.

Sales Performance

• Meet or exceed individual sales targets and KPIs in a fast-paced, high-volume sales environment.
• Collaborate with the Sales Manager and broader sales team to achieve overall sales objectives.

Compliance

• Ensure all sales activities comply with FSCA regulations, FAIS requirements, and internal compliance standards.
• Stay informed of regulatory and industry changes to ensure ongoing compliance.

POSITION INFO

Role Requirements

Qualifications

• Matric (Grade 12) – essential.
• RE5 qualification – essential.
• NQF Level 4 or 5 qualification in Insurance, Banking, or Wealth Management – essential.
• CPD compliance – mandatory.

Experience

• Minimum of 1 year long-term and short-term insurance sales experience within a call centre environment.
• Proven track record of achieving sales targets in a high-volume, target-driven sales role.
• Experience within the insurance or financial services industry is preferred.

Skills & Competencies

• Strong communication and interpersonal skills.
• Ability to build rapport and trust with clients quickly.
• Results-driven with strong negotiation and closing ability.
• Proficient in CRM systems and Microsoft Office applications.
• High levels of professionalism, integrity, and customer focus.
• Ability to work independently while contributing effectively within a team environment.