Sales Consultant: Insurance

TAC Recruitment; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading recruitment firm is seeking a Sales Consultant for the short-term insurance division in Pretoria. The role involves converting leads into sales through client calls, providing exceptional service, and achieving sales targets. Candidates must have RE5 & NQF 4 or 5 in Insurance/Banking/Wealth Management. A training salary of R20,000 for three months, followed by a basic salary of R12,000 plus commission, is offered. Experience in the insurance or financial services industry is essential.

Qualifications

• Minimum qualifications include RE5 & NQF 4 or 5 in Insurance, Banking, or Wealth Management.
• Proven track record in a high-volume, target-driven insurance environment is essential.
• Experience in the financial services industry is crucial.

Responsibilities

• Conduct calls to potential clients based on leads provided.
• Present and explain insurance products tailored to clients' needs.
• Maintain accurate records of client interactions in the CRM system.

Skills

Sales target achievement

Client relationship building

Customer service

Education

RE5 & NQF 4 or 5 in Insurance / Banking / Wealth Management

Job description

SUMMARY: Leading company based in Pretoria is recruiting a Sales Consultant for the short-term insurance division. Responsible for converting leads provided by the bond origination businesses into sales. This role involves conducting client calls to generate quotes, provide exceptional service, and achieve individual sales targets.

POSITION INFO:

Responsibilities

• Conduct calls to potential clients based on leads provided
• Present and explain insurance products to clients, tailoring solutions to their needs.
• Generate quotes and follow up with clients to convert inquiries into sales.

Customer Relationship Management

• 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.

Compliance

• Ensure all sales activities comply with FSCA regulations, FAIS requirements, and internal policies.
• Stay updated on industry standards and changes to maintain compliance

Requirements

• Minimum Qualifications: RE5 & NQF 4 or 5 in Insurance / Banking / Wealth Management
• Location: candidates must live in Pretoria / Centurion area as offices are based in Pretoria.
• Salary and commission: training salary of R20 000 for the first three months and thereafter a basic of R12 000 per month plus commission.
• Proven track record of achieving sales targets in a high-volume, target-driven insurance environment
• Experience in the insurance or financial services industry essential