Remote Insurance Sales Specialist

Placements24; LegKraal Gate; Hybrid; ZAR 180,000 - 340,000; Full time

Benefits offered by this job

Fully remote position

Commission-based earnings

Career development and training

Job summary

Placements24 is looking for an Insurance Sales Specialist to join a fully remote team servicing clients across South Africa. You will identify leads, assess client needs, and promote life, health, and investment-linked products, guiding applicants through the process to close sales.

Ideal candidates have at least 2 years in insurance sales, strong communication skills, and the ability to work independently in a remote setting with CRM proficiency.

Qualifications

• 2+ years of sales experience in insurance or financial services.
• Excellent communication, listening, and persuasive selling skills.
• Proven ability to meet and exceed sales targets.
• Ability to work independently in a remote setting with self-motivation.

Responsibilities

• Proactively identify and engage potential clients via phone, email, and online platforms to generate sales leads.
• Conduct needs analysis to understand clients' financial situations and insurance requirements.
• Present and explain life, health, and investment-linked insurance products clearly and persuasively.
• Guide clients through the application process, ensuring accuracy and completeness of documentation.
• Meet and exceed monthly sales quotas and performance objectives.
• Build and maintain strong relationships with clients through follow-up calls and excellent service.
• Stay up-to-date with product knowledge and industry trends.
• Utilize CRM tools to manage leads and track sales activities.

Skills

Sales experience

Communication skills

Achieve targets

Remote work

CRM proficiency

Insurance products knowledge

RE5 certification

Tools

CRM software

Virtual communication tools

Job description

About the Role

Our client, a national provider of comprehensive insurance solutions, is expanding its reach and looking for a motivated and results-oriented Insurance Sales Specialist to join their fully remote team. This role offers the flexibility to work from anywhere in South Africa, engaging with potential clients primarily through digital channels and phone. You will be responsible for understanding client needs, recommending suitable insurance products, and closing sales to achieve targets. This is an excellent opportunity for a driven sales professional who excels in a remote environment and is passionate about helping individuals and families secure their financial future. Our client is committed to providing excellent support and resources for their remote sales force.

Key Responsibilities

• Proactively identify and engage with potential clients via phone, email, and online platforms to generate sales leads.
• Conduct needs analysis to understand clients' financial situations and insurance requirements.
• Present and explain various insurance products (life, health, investment-linked) clearly and persuasively.
• Guide clients through the application process, ensuring accuracy and completeness of all required documentation.
• Meet and exceed monthly sales quotas and performance objectives.
• Build and maintain strong relationships with clients through follow-up calls and excellent customer service.
• Stay up-to-date with product knowledge, industry trends, and competitive offerings.
• Utilize CRM tools to manage leads, track sales activities, and maintain client records.

Requirements

• Proven sales experience, with a minimum of 2 years in the insurance or financial services industry preferred.
• Excellent communication, listening, and persuasive selling skills.
• Demonstrated ability to meet and exceed sales targets.
• Self-motivated and disciplined with a strong ability to work independently in a remote setting.
• Proficiency with CRM software and virtual communication tools.
• Understanding of life, health, and investment-linked insurance products is essential.
• RE 5 certification and relevant regulatory examinations (e.g., FAIS) are required.
• Must have a reliable internet connection and a dedicated home office environment.

Benefits

• Competitive annual salary of ZAR, plus attractive commission and bonus structures.
• Fully remote position offering unparalleled flexibility.
• Comprehensive training program and ongoing product updates.
• Opportunities for career advancement within a growing national company.
• Provision of essential sales tools and technology.
• Employee wellness programs and support resources.
• Potential for uncapped earnings based on performance.