Sales Consultant, Insurance

The Sales Consultant operates in a regulated environment and ensures full compliance with industry requirements while contributing to the overall success of the sales team.

• Conduct outbound calls to prospective clients using leads supplied by bond origination partners.
• Present and explain insurance products to clients, tailoring solutions to meet individual needs and circumstances.
• Generate quotations and conduct follow-ups to convert enquiries into confirmed sales.

• Build and maintain strong, positive relationships with clients to ensure satisfaction and long-term retention.
• Handle client queries in a professional and timely manner, ensuring a smooth and positive customer experience.
• Maintain accurate, up-to-date records of client interactions, quotes, and sales activities on the CRM system.

• Meet or exceed individual sales targets and KPIs within a high-volume, performance-driven environment.
• Work closely with the Sales Manager and team members to support the achievement of overall sales objectives.

• Ensure all sales activities are fully compliant with FSCA regulations, FAIS requirements, and internal policies and procedures.
• Remain informed of regulatory changes and industry standards to maintain ongoing compliance.

• Matric Certificate.
• RE5 qualification and FAIS compliance (e.g. NQF 5 Wealth Management) are mandatory.
• Relevant sales or insurance-related certifications or training are advantageous.

• Proven experience in achieving sales targets within a high-volume, target-driven environment.
• Previous experience within the insurance or financial services industry is preferred.

• Strong communication and interpersonal skills.
• Ability to build rapport and establish trust with clients.
• Results-oriented with strong persuasion and negotiation abilities.
• Proficiency in CRM systems and Microsoft Office applications.
• High level of professionalism, integrity, and customer focus.
• Ability to work independently while contributing effectively within a team environment.