About the position
Role Overview: As a Commercial Insurance Tied Agent at this esteemed insurance company in South Africa, you will play a pivotal role in driving the company's growth by actively engaging with clients to promote and sell our Commercial insurance products. Your responsibilities will encompass client relationship building, sales generation, achieving sales targets, delivering exceptional customer service, compliance and documentation, and continuous learning and development. You will contribute to a supportive and inclusive work environment and have the opportunity for career advancement within the company. Responsibilities: Qualifications Required: Experience Required: Skills Required: Additional Requirements: Why join this company: Must have own car.
oProvide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company.
oBreed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
oIdentify and action on cross & up selling opportunities across all products.
oMaintain an agreed NTU and Cancellation ratio.
oMonitor and resolve escalated client queries and complaints timeously.
oWorking accordingly with company policies
oEvaluate business needs and financial status and propose protection plans that meet their criteria
oWork with clients to deliver risk management strategies that fit their risk profiles
oReport the progress of monthly/quarterly initiatives to stakeholders
oBe compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics
oMaintain sales bookkeeping systems, database and records
oMonitor insurance claims to ensure mutual satisfaction
oAchieve customer acquisition and revenue growth objectives
oConstantly update job knowledge and learn about new products and services
oFulfill all policy requirements
oHigh School Diploma or equivalent; bachelor's degree preferred.
oRE 5 qualification is essential and be FAIS Compliant in Non-life commercial products category
oValid driver's license and own reliable vehicle required for the role.
oSales or insurance certifications/licenses are advantageous.
oRelevant industry qualifications
oClear Criminal and Credit Record
oMinimum of 4 years of sales experience in the insurance preferably in the commercial sector
oDemonstrated success in achieving or exceeding sales targets.
oExperience in client relationship management and sales generation.
oFamiliarity with insurance products, coverage options, and industry regulations
oPrevious roles with increasing responsibility or progression in sales positions
oKnowledge of the insurance and financial services market
oStrong interpersonal and communication skills
oAbility to build and maintain client relationships.
oProficiency in sales techniques and closing deals.
oExcellent time management and organizational abilities
oAttention to detail and analytical skills.
oCustomer service orientation
oAdaptability and learning agility.
oTeam player with the ability to work independently.
oProficiency in computer skills, including MS Office applications.
oProficiency in sectors with viable networks and connections
oCommitment to ethical conduct, integrity, and professionalism
oAbility to work in Gauteng, Western Cape, Eastern Cape, and Free State Metropolitan Area
oWillingness to undergo continuous learning and development.
oEligibility to work in South Africa
oOur client offers competitive commission structure.
oExcellent basic salary on a variable basis for tied agents
oBenefits include petrol allowance, cellphone and laptop, among others
oOngoing training and development opportunities.
oCollaborative and inclusive work culture.
oBe part of a reputable, established and most recognised brand in South Africa.
Desired Skills:
- Tied agent
- Own car
Desired Qualification Level:
- Grade 12 / Matric
