Requirements

Key Responsibilities:

• Conduct calls to potential
  clients based on leads provided by the
  bond origination businesses.
  
• Present and explain clients' insurance products to clients, tailoring solutions to their needs.
  
• Generate quotes and follow up with clients to convert inquiries into sales.
  
• Build and maintain positive relationships with clients to ensure satisfaction and retention.
  
• Address client queries promptly and professionally, ensuring a seamless customer experience.
  
• Maintain accurate and up -to -date records of client interactions and
  sales in the CRM system.
  
• Meet or exceed individual sales targets and KPIs in a high -volume, target -driven environment.
  
• Collaborate with the Sales Manager and team members to achieve overall sales objectives
  
• Ensure all sales activities comply with FSCA regulations, FAIS requirements, and internal policies.
  
• Stay updated on industry standards and changes to maintain compliance.
  

• Matric Certificate, RE5 qualification and FAIS compliance (e.g. NQF5 Wealth Management) are mandatory.
  
• Relevant certifications or training in sales or insurance are advantageous.
  

Minimum Required Experience:

• Proven track record of achieving sales targets in a high -volume, target -driven environment.
  
• Experience in the insurance or financial services industry is preferred.