Short Term Insurance Sales Consultant - Midrand, South Africa - Helen Wilson Recruitment

Helen Wilson Recruitment

Verified Company

Midrand, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Location :
Remote and one day per week office bound

Basic Salary :
R15,000 p.m. plus negotiable capped travel and phone allowances

Commission:

0% of income* if annualised income generated is < R180k
30% of income* if annualised income generated is R180k 40% of income* if annualised income generated is R250k 50% of income* if annualised income generated is R400k

- income = self-sourced and newly introduced commission + broker fees

Our client is looking to add to their Sales team with the appointment of an experienced Short Term Insurance Sales Consultant.

The individual will be responsible for sales to NEW and EXISTING individual and business clients.

Lead generation and conversion to a successful sale, while ensuring that attractive and appropriate advice is given, is the foundation of the job.

A sales consultant must be passionate about sales, clients, networking and closing deals.

Non negotiables for consideration:

-
Matric/Senior Certificate:

-
RE5 certificate (

Short Term:

Category I - Personal lines and Commercial):
-
FAIS qualifications and credits:

-
Worked with at least two of the following insurer products and have in depth technical knowledge of Discovery, Momentum and Santam

Computer literate (Microsoft, Google Suite)

-
A minimum of 3 years' work experience in short term insurance with daily client contact and sales activity:

Valid code B driver's licence and own vehicle
UPDATED CV
RE 5 exam certificate
Relevant class of business training certificates
Relevant product training certificates
DOFA (date of first appointment from the FSCA)
Matric certificate
Any other qualifications

Key Tasks and Responsibilities - Sales

Build an insurance portfolio
Driving a sales culture
Render financial services as a Representative (i.t.o. FAIS)
Conduct comprehensive risk evaluation, needs assessment and propose insurance solutions
Gaining and maintaining industry, insurer and insurance product knowledge
Building and maintaining relationships with clients and insurers
Collaboration with insurers during the sales process
Prospecting and generation of new leads
Generation of crossselling and upselling leads on existing clients
Creation of new client networks and mining of existing networks
Lead generation development and innovation
Articulation and presentation of client value proposition
Drafting and maintaining sales aids and marketing material
Log sales activity on CRM (client relationship management)
Drive and chair the weekly sales meeting
Report on sales activity
Meeting and exceeding sales targets
Postsale client satisfaction monitoring
Handover of successful sales to a servicing consultant for onboarding and overseeing onboarding workflow to completion
Overall accountability and responsibility for sales and new business growth
Maintaining a fit and proper status in terms of FAIS
Comply with the regulatory provisions and requirements of FAIS
Adhering to internal policies and procedures
Continuous professional development

Other Personal Attributes
***- Confident and enthusiastic

Sales and customer service orientated
Excellent communication and presentation skills (written and verbal)
Well versed in telephone etiquette
Strong planning, organising and decision making skills
Excellent negotiation skills
Attention to detail must be technically very experienced
Be target driven and goal orientated
Ability to handle and work under pressure
Have a sense of urgency, resilience and attain short turnaround times
Able to take own initiative and be creative
Selfstarter and able to work independently
Selfmanager and problem solver
Team player
Reliable and dependable
Good listener
Accept accountability and responsibility

**By sending your CV along with other additional documents you give consent to HWR to process and retain your personal information for the current opportunity as well as for future opportunities