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Redember Recruitment in Pretoria is seeking a sales professional to convert leads into insurance sales, ensuring compliance with FSCA and FAIS standards. The role emphasizes building long‑term client relations and meeting targets in a high‑volume environment.
The ideal candidate will have a Matric certificate with RE5 and FAIS compliance, plus experience in insurance or financial services. Relevant sales training is a plus, and accuracy in CRM data is essential.
Requirements Matric Certificate, RE5 qualification and FAIS compliance (e.g. NQF5 Wealth Management) are mandatory. Relevant certifications or training in sales or insurance are advantageous.
Minimum Required Experience: Proven track record of achieving sales targets in a high-volume, target-driven environment. Experience in the insurance or financial services industry is preferred.
Minimum Required Experience: Proven track record of achieving sales targets in a high-volume, target-driven environment. Experience in the insurance or financial services industry is preferred.
Conduct calls to potential clients based on leads provided by the bond origination businesses. Present and explain BetterSure's insurance products to clients, tailoring solutions to their needs. Generate quotes and follow up with clients to convert inquiries into sales.
Build and maintain positive relationships with clients to ensure satisfaction and retention. Address client queries promptly and professionally, ensuring a seamless customer experience. Maintain accurate and up-to-date records of client interactions and sales in the CRM system.
Meet or exceed individual sales targets and KPIs in a high-volume, target-driven environment. Collaborate with the Sales Manager and team members to achieve overall sales objectives.
Ensure all sales activities comply with FSCA regulations, FAIS requirements, and internal policies. Stay updated on industry standards and changes to maintain compliance.