Insurance Sales Specialist - Policy Development

Placements24; Centurion; Presencial; ZAR 260.000 - 420.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Commission-based structure

Base salary during training period

Company vehicle and fuel allowance

Retirement annuity fund

Basic medical aid contribution

Descripción de la vacante

Placements24 in Centurion, Gauteng, is seeking a driven Insurance Sales Specialist to identify and acquire new clients, assess their needs, and propose life, health, and investment-linked policies. You will build lasting relationships, drive sales targets, and coordinate with internal teams to ensure smooth policy issuance.

A matric certificate is essential, with RE5 and FAIS preferred for progression. This role offers a commission-based structure with a base salary during training, plus

Formación

• Matriculation certificate is essential; a tertiary qualification in business, marketing, or finance is advantageous.
• Proven track record in a sales-driven role within insurance/financial services.
• Excellent communication, negotiation, and interpersonal skills.
• Based in Centurion or willing to relocate for a physical presence.
• RE5 qualification and FAIS accreditation are preferred; clean credit and criminal record required.

Responsabilidades

• Identify and engage potential clients through cold calling, networking, and referrals.
• Conduct needs analysis to understand clients' insurance requirements and financial goals.
• Present life, health, and investment-linked policies to clients.
• Develop tailored insurance solutions and proposals for individuals.
• Guide applicants through underwriting and policy issuance processes.
• Build and maintain long-term client relationships with regular follow-ups.
• Aim to meet and exceed monthly, quarterly, and annual sales targets.
• Stay updated on industry trends, product developments and competitor activity.
• Collaborate with internal teams to ensure seamless policy issuance and onboarding.
• Participate in sales training and ongoing professional development.

Conocimientos

Communication

Negotiation

Interpersonal skills

Sales proficiency

Educación

Matric certificate

RE5 qualification

FAIS accreditation

Herramientas

CRM software

Microsoft Office

Descripción del empleo

About the Role

Our client is seeking a driven and client-focused Insurance Sales Specialist to join their established branch in Centurion, Gauteng . This role is pivotal in driving new business acquisition and expanding market reach within the competitive insurance landscape. You will be responsible for understanding client needs, recommending appropriate insurance products, and building long-term relationships. The ideal candidate possesses excellent communication and interpersonal skills, a deep understanding of insurance principles, and a passion for exceeding sales targets. This is an excellent opportunity for a results-oriented individual to build a successful career in insurance sales within a supportive and growth-oriented environment.

Key Responsibilities

• Proactively identify and engage potential clients through various sales channels, including cold calling, networking, and referrals.
• Conduct thorough needs analysis to understand clients' unique insurance requirements and financial goals.
• Present and explain a wide range of insurance products, including life, health, and investment-linked policies.
• Develop customized insurance solutions and proposals tailored to individual client needs.
• Guide clients through the application and underwriting process, ensuring a smooth and efficient experience.
• Build and maintain strong, long-lasting relationships with clients through regular follow-ups and excellent customer service.
• Achieve and exceed monthly, quarterly, and annual sales targets and objectives.
• Stay up-to-date with industry trends, product developments, and competitor activities.
• Collaborate with internal teams to ensure seamless policy issuance and client onboarding.
• Participate in sales training and professional development programs to enhance skills and knowledge.

Requirements

• A matriculation certificate is essential; a tertiary qualification in business, marketing, or finance is highly advantageous.
• Proven track record of success in a sales-driven role, preferably within the insurance or financial services industry.
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of insurance products and the sales process.
• Ability to build rapport and trust with clients from diverse backgrounds.
• Proficiency in CRM software and Microsoft Office Suite.
• Self-motivated, resilient, and driven to achieve ambitious sales goals.
• Must be based in or willing to relocate to Centurion, Gauteng , as this role requires a physical presence.
• RE 5 qualification and FAIS accreditation are preferred.
• A clean credit and criminal record is required.

Benefits

• Our client offers a highly competitive commission-based structure, with a guaranteed basic salary during the initial training and ramp-up period.
• Comprehensive sales training and ongoing professional development opportunities are provided.
• Access to a company-provided vehicle and fuel allowance may be available for field sales activities.
• A retirement annuity fund and a basic medical aid contribution are part of the package.
• The opportunity to grow within a reputable insurance company and build a sustainable income stream is significant.
• Join our team and become a key player in shaping our sales success in Gauteng .