Remote Insurance Sales Specialist

Placements24; Mossel Bay; Hybrid; ZAR 180,000 - 320,000; Full time

Benefits offered by this job

Highly competitive commission

Performance bonuses

Home office stipend

Virtual training & development

Career growth opportunities

Robust lead generation system

Flexible hours within sales periods

Supportive virtual team

Employee assistance program

Job summary

Placements24 is seeking a highly motivated Remote Insurance Sales Specialist to join a fully remote team in South Africa. You will generate leads, conduct virtual consultations, and guide clients through policy applications to close sales, while delivering exceptional service.

Ideal candidates have proven sales experience in insurance, strong communication, and the ability to work independently from a home office with reliable internet.

Qualifications

• Proven sales experience, especially in insurance.
• Excellent verbal and written communication with strong listening.
• Proficiency with virtual tools (Zoom/Teams) and CRM systems.
• Self-motivated, disciplined, able to work independently.
• Home office setup and reliable internet required.

Responsibilities

• Generate and qualify leads through online channels.
• Conduct virtual consultations to assess needs and recommend policies.
• Explain policy features, benefits, and coverage options clearly.
• Guide clients through application and underwriting with accurate documentation.
• Meet and exceed monthly and quarterly sales targets for new policies.
• Maintain long-lasting client relationships through follow-up and service.
• Stay updated on product knowledge, market trends, and competitors.
• Use CRM to manage leads and report performance.
• Collaborate with internal teams to ensure seamless customer experience.

Skills

Sales experience

Excellent communication

Virtual relationship building

CRM proficiency

Independent work ethics

Education

High School Diploma

Bachelor's degree in Business/Marketing (advantage)

Tools

Zoom

Teams

CRM systems

Job description

About the Role

Our client is revolutionizing the insurance landscape and is seeking a highly motivated and results-oriented Remote Insurance Sales Specialist to join their fully remote team. This position is ideal for an individual passionate about connecting with clients virtually, understanding their needs, and offering tailored insurance solutions. You will be responsible for generating leads, engaging potential customers via phone, email, and video conferencing, and guiding them through the sales process to close policies. The successful candidate will thrive in a self-directed environment, possess exceptional communication and persuasion skills, and demonstrate a deep understanding of various insurance products. This is a remote-first opportunity, providing the flexibility to work from anywhere within South Africa , requiring a dedicated home office setup and reliable internet connectivity. You will be a key player in expanding our client's reach and achieving ambitious sales targets. We are looking for driven individuals who are adept at virtual relationship building and possess a proactive approach to sales. The role demands a commitment to providing outstanding customer service and acting as a trusted advisor to clients seeking peace of mind through adequate insurance coverage. This role is specifically designed for individuals who excel in independent work and are driven by achieving success through remote collaboration and digital outreach.

Key Responsibilities

• Generate and qualify leads through various online channels and prospecting activities.


• Conduct virtual consultations with potential clients to assess their insurance needs and recommend appropriate policies.


• Clearly explain policy features, benefits, and coverage options to prospective customers.


• Guide clients through the application and underwriting process, ensuring all documentation is accurately completed.


• Achieve and exceed monthly and quarterly sales targets for new policy acquisitions.


• Build and maintain strong, long-lasting customer relationships through follow-up and excellent service.


• Stay up-to-date with product knowledge, market trends, and competitor offerings.


• Effectively use CRM software to manage leads, track sales activities, and report on performance.


• Collaborate with internal support teams to ensure a seamless customer experience from sale to policy issuance.


• Adhere to all sales scripts, compliance guidelines, and regulatory requirements.

Requirements

• A High School Diploma or equivalent; a Bachelor's degree in Business, Marketing, or a related field is an advantage.


• Proven experience in sales, particularly in the insurance industry (life, health, or general insurance).


• Demonstrated ability to meet and exceed sales quotas.


• Excellent verbal and written communication skills, with strong active listening and persuasion abilities.


• Proficiency in using virtual communication tools (Zoom, Teams, etc.) and CRM systems.


• Self-motivated, disciplined, and able to work independently with minimal supervision.


• A dedicated home office space with reliable high-speed internet access.


• Familiarity with the South African insurance market and regulatory environment.


• Ability to adapt quickly to new products and sales processes.


• A strong ethical compass and commitment to customer satisfaction.

Benefits

• Highly competitive commission structure with uncapped earning potential.


• Performance bonuses and rewards for outstanding sales achievements.


• Allowance for home office setup and monthly internet stipend.


• Comprehensive virtual training and ongoing professional development.


• Opportunities for career growth into leadership or specialized sales roles.


• Access to a robust lead generation system.


• Work from the comfort of your own home, eliminating commute time.


• Flexible working hours within designated sales periods.


• Supportive virtual team environment and regular check-ins.


• Employee Assistance Program for personal and professional support.