Sales Consultant
The Sales Consultant reports to the Sales Manager at the Pretoria office and is responsible for converting leads provided by bond origination businesses into active sales. The primary focus involves making client calls, generating quotes, delivering exceptional service, and hitting individual sales targets. The candidate ensures strict adherence to industry regulations while supporting the wider team's sales goals.
Key Responsibilities
Lead Conversion: Conducts calls to prospective clients using provided bond origination leads. Tailors insurance solutions to meet individual client needs, generates quotes, and executes timely follow-ups to finalize sales.
Customer Relationship Management: Builds strong client relationships to boost retention and satisfaction. Addresses client inquiries professionally and maintains up-to-date interaction records within the CRM system.
Sales Performance: Consistently meets or exceeds individual KPIs within a high-volume, target-driven setting while collaborating with management to fulfill team objectives.
Compliance: Conducts all sales activities in accordance with FSCA regulations, FAIS requirements, and internal policy standards. Keeps current on evolving industry standards.
Qualifications & Experience
Qualifications: A Matric Certificate, RE5 qualification, and FAIS compliance (such as NQF5 Wealth Management) are required. Additional sales or insurance certifications are advantageous.
Experience: Requires a proven track record of meeting sales targets in a fast-paced environment. Prior experience in insurance or financial services is preferred.
Required Skills
Strong interpersonal and negotiation abilities to build client trust.
Proficiency in CRM platforms and Microsoft Office.
High professional integrity, customer focus, and the ability to work both independently and collaboratively.