Sales Consultant - Personal Lines
Insurance and Investments - Other Insurance Gauteng CONTRACT R6 500,00 (PER MONTH) Job Summary 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…
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