Sales Consultant

Key Responsibilities

• Contact warm and cold leads to generate quotes and convert them into active policies.

• Conduct needs analysis to recommend suitable short‑term insurance products.

• Achieve daily, weekly, and monthly sales targets (quotes, conversions, premium growth).

• Upsell and cross‑sell additional cover where appropriate.

• Provide professional, accurate, and ethical insurance advice.

• Explain policy benefits, exclusions, underwriting requirements, and premium structures.

• Handle client queries, objections, and follow‑ups to ensure high conversion and retention.

• Maintain strong customer relationships and ensure first‑call resolution.

• Adhere to FAIS Fit & Proper requirements, TCF principles, POPIA, and company policies.

• Follow scripting, disclosure requirements, and compliance guidelines during all calls.

• Ensure accurate capturing of client information and policy details.

• Participate in compliance audits and quality assurance reviews.

• Update CRM systems with call notes, pipeline status, and policy information.

• Work closely with underwriting, claims, and retention teams.

• Attend training sessions to maintain up‑to‑date product knowledge.

• Submit daily/weekly performance reports.