Sales Consultant - Personal Lines

The successful candidate will be responsible for generating new business through consultative selling, conducting comprehensive insurance needs analyses, and recommending tailored short-term insurance solutions. If you are target-driven, thrive in a high-performance environment, and are committed to providing a Red Carpet Client Experience, we would love to hear from you.

Key Responsibilities

Sales & Business Development

• Achieve and exceed monthly sales targets, conversion ratios, and key performance indicators.
• Engage with prospective clients through qualified leads and allocated marketing campaigns.
• Maximise sales opportunities through effective lead management and consultative selling techniques.
• Conduct comprehensive financial needs and risk analyses to recommend suitable short-term insurance solutions.
• Ensure clients meet underwriting and insurability requirements before concluding sales.
• Identify cross-selling and up-selling opportunities across the product range.
• Stay up to date with industry trends, products, and underwriting requirements.

Client Relationship Management

• Deliver an exceptional Red Carpet Experience to high-net-worth clients.
• Build and maintain trusted, long-term client relationships.
• Manage all allocated leads and client follow-ups within agreed service levels.
• Maintain professional, ethical, and confidential communication throughout the sales journey.

Compliance & Governance

• Ensure full compliance with FAIS, FICA, POPIA, Treating Customers Fairly (TCF) principles, and all applicable legislation.
• Complete compliant Records of Advice (ROA) for every policy sold.
• Adhere to internal sales processes, quality standards, and regulatory requirements.
• Maintain accurate and up-to-date client records and documentation.

Quality & Performance

• Maintain required monthly Quality Assurance scores.
• Implement QA feedback and remediation actions within required turnaround times.
• Effectively manage your sales pipeline and CRM system.
• Maintain productivity, attendance, and adherence to scheduled working hours.
• Participate actively in coaching, training, and continuous improvement initiatives.

Team Contribution

• Contribute positively to a collaborative and high-performing team culture.
• Attend team meetings, coaching sessions, and training programmes.
• Identify and escalate operational risks where necessary.
• Adhere to company policies, procedures, and professional standards.

Minimum Requirements

Qualifications

• FAIS-recognised qualification (NQF Level 4 or higher) meeting Fit and Proper requirements.
• RE5 Representative (Essential).
• Class of Business (COB) certification where applicable.
• CPD requirements maintained in accordance with FSCA regulations.

Experience

• Minimum 2 years' proven sales experience within the short-term insurance industry.
• 25 years' experience selling Personal Lines insurance products.
• Proven track record of consistently achieving and exceeding sales targets.
• Experience servicing high-net-worth clients will be highly advantageous.
• Broker-based sales experience will be advantageous.

What We're Looking For

• Strong consultative sales and negotiation skills.
• Excellent communication and relationship-building abilities.
• Self-motivated, resilient, and target-driven.
• Strong attention to detail and compliance.
• High level of professionalism and integrity.
• Ability to thrive in a fast-paced, performance-driven environment.

Why Join Us?

• Competitive remuneration with an attractive incentive structure.
• Continuous learning, coaching, and professional development.
• Opportunity to work with premium clients and a respected insurance brand.
• A collaborative culture that recognises and rewards high performance.

If you are passionate about delivering exceptional client experiences and building a successful career in short-term insurance, we invite you to apply.





Please Note: This position involves Honesty and Integrity whilst dealing with Finances or to remain fit and proper and for this reason Credit Checks will be required as part of the Recruitment Process.