Sales Consultant – Short-Term Insurance
Job Description
About the Opportunity
Are you a target-driven, high-performing sales professional with experience in financial services or insurance? A leading financial services provider specializing in home and property insurance solutions is looking for a dynamic Sales Consultant to join their growing team in Pretoria.
In this role, you will be responsible for converting warm, pre-qualified leads provided directly by top-tier bond origination partners. No cold calling requiredjust pure focus on building rapport, generating quotes, providing expert service, and closing deals!
Key Responsibilities
Lead Conversion: Perform outbound calls to warm leads generated via partner networks, present tailored insurance products, generate quotes, and close sales.
Customer Excellence: Build trust-based client relationships, handle inquiries professionally, and ensure an exceptional customer journey.
Target Achievement: Consistently meet or exceed individual KPIs and monthly sales targets in a fast-paced environment.
Compliance & Admin: Keep accurate client records on the CRM system and ensure all sales activities adhere strictly to FSCA and FAIS regulations.
Minimum Requirements
Education: Grade 12 / Matric Certificate.
Mandatory Qualifications: RE5 qualification AND full FAIS compliance (e.g., NQF 5 in Wealth Management or equivalent).
Experience: Proven track record of exceeding targets in a high-volume sales or target-driven environment. Insurance or financial services experience is highly preferred.
Skills: Strong negotiation and communication abilities, CRM proficiency, self-motivation, and high ethical standards.
Why Apply?
Access to quality, pre-sourced leads.
Competitive structure with lucrative earning potential.
Supportive, team-oriented culture in a vibrant office location.