Insurance Sales Consultant

Talent Evolution (Pty) Ltd; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A dynamic sales consultancy in Pretoria is looking for a Sales Consultant to drive sales conversions and maintain client relationships. The role requires a Matric qualification and the RE5 certificate, along with at least a year of insurance sales experience in a call centre. The successful candidate will excel in communication, possess strong negotiation skills, and ensure compliance with industry regulations. This position offers a challenging yet rewarding environment aimed at achieving individual sales targets.

Qualifications

• Minimum of 1 year of insurance sales experience in a call centre.
• Proven track record of achieving sales targets.
• Experience in the insurance or financial services industry is preferred.

Responsibilities

• Convert qualified leads into sales through outbound and inbound calls.
• Present and explain insurance products tailored to client needs.
• Build and maintain professional relationships with clients.

Skills

Strong communication and interpersonal skills

Negotiation and closing ability

Proficiency in CRM systems

Proficient in Microsoft Office applications

Customer focus and integrity

Education

Matric (Grade 12)

RE5 qualification

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

Job description

Role Purpose 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.

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.

Should you not receive a response within 10 working days, please consider your application unsuccessful.