Insurance Sales Executive

Placements24; Polokwane; Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Hybrid work arrangement

Medical aid and retirement options

Career growth opportunities

Extensive training and development

Job summary

Placements24 in Polokwane, Limpopo is seeking an ambitious Insurance Sales Executive to grow and maintain a client base with tailored insurance solutions. The role focuses on prospecting, advising clients on suitable policies, and closing sales to achieve targets.

The successful candidate will build long-term client relationships, stay informed on market trends, and collaborate with internal teams to ensure smooth policy issuance and onboarding.

Qualifications

• Minimum 2 years of proven sales experience, preferably in insurance/financial services.
• Strong understanding of insurance products and applications.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to meet and exceed sales targets.
• Self-motivated, results-oriented with a strong work ethic.

Responsibilities

• Actively prospect for new clients through channels including networking, referrals, and cold outreach.
• Understand client needs and provide expert advice on life, short-term, investments policies.
• Prepare and present customized insurance proposals and quotes.
• Negotiate terms and close sales while meeting targets.
• Maintain accurate records of sales activities and policy details in the CRM system.

Skills

Sales experience

Client relationship building

Negotiation

CRM software

Communication skills

Tools

CRM software

MS Office

Job description

About the Role Our client, a dynamic insurance provider, is looking for an ambitious and driven Insurance Sales Executive to join their thriving branch in **Polokwane, Limpopo**. This role is focused on building and maintaining a strong client base by offering tailored insurance solutions. The successful candidate will be responsible for prospecting, generating leads, advising clients on suitable policies, and closing sales. This is an excellent opportunity for a persuasive individual with a passion for sales and customer service to excel in the **Polokwane** area.

Key Responsibilities

• Actively prospect for new clients through various channels, including networking, referrals, and cold outreach.
• Understand client needs and provide expert advice on a range of insurance products (e.g., life, short-term, investments).
• Prepare and present customized insurance proposals and quotes.
• Effectively negotiate terms and close sales, meeting or exceeding targets.
• Build and nurture long‑term relationships with clients, ensuring high levels of satisfaction and retention.
• Maintain accurate records of sales activities, client interactions, and policy details in the CRM system.
• Stay informed about market trends, competitor offerings, and new product developments.
• Collaborate with the internal support team to ensure smooth policy issuance and client onboarding.
• Attend industry events and training sessions to enhance product knowledge and sales skills.
• Comply with all relevant industry regulations and company policies.

Requirements

• A minimum of 2 years of proven sales experience, preferably within the insurance or financial services industry.
• Strong understanding of various insurance products and their applications.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to meet and exceed sales targets.
• Self-motivated, results-oriented, and with a strong work ethic.
• Proficiency in using CRM software and MS Office applications.
• A valid driver's license and access to reliable transportation are essential.
• Commitment to providing exceptional customer service.
• Residency or strong ties to Polokwane, Limpopo.
• Relevant regulatory certifications (e.g., RE5) are a significant advantage.

Benefits

• Competitive basic salary plus uncapped commission structure.
• Performance-based bonuses and incentives.
• Comprehensive medical aid and retirement fund options.
• Hybrid work arrangement allowing for flexibility in managing client interactions and administrative tasks.
• Extensive training and professional development opportunities.
• Career growth prospects within a reputable insurance company.
• Supportive team environment in Polokwane.