INTERNAL SALES CONSULTANT (SHORT-TERM INSURANCE)

ASI Financial Services is seeking an experienced and motivated Internal Sales Consultant to join our growing team. The ideal candidate will have a strong background in short-term insurance, excellent client service skills, and the ability to manage the end-to-end new business process while consistently achieving sales targets.

Minimum Requirements

· 3–5 years’ experience in a similar Internal Sales or Personal Lines/Commercial Sales role within the short-term insurance industry.

· Relevant insurance qualification.

· Regulatory Examination (RE5) completed.

· Class of Business completed.

· Sound knowledge of FAIS legislation and compliance requirements.

· Proficient in Microsoft Office (Excel, Outlook and Word).

· Excellent communication, negotiation and interpersonal skills.

· Strong administrative and organisational abilities.

· Ability to work under pressure and meet deadlines.

Key Duties and Responsibilities

· Generate and manage new business opportunities from referrals, leads and existing client relationships.

· Obtain quotations from multiple insurers through effective market approaches.

· Compare quotations, policy benefits, exclusions and pricing to identify the most suitable solution for each client.

· Present quotations professionally and provide clients with appropriate advice based on their needs and risk profile.

· Ensure all compliance requirements are met before policy inception, including FAIS disclosures, Record of Advice and all required documentation.

· Prepare and submit complete new business files in accordance with company and regulatory requirements.

· Upload and maintain all compliance documentation and new business files on the company’s document management systems.

· Maintain and update the new business and sales tracking spreadsheets.

· Liaise with insurers to negotiate terms, obtain additional quotations and resolve underwriting queries.

· Follow up on outstanding quotations and convert opportunities into successful sales.

· Ensure policies are issued accurately and within agreed service levels.

· Build and maintain strong relationships with clients, insurers and business partners.

· Work closely with portfolio managers and other internal departments to ensure a seamless client experience.

· Ensure accurate data capturing and maintenance of client records.

· Meet and exceed monthly sales and conversion targets.

· Participate in product training and remain up to date with insurer products, market trends and regulatory changes.

· Assist with ad hoc sales and business development initiatives as required.

Key Competencies

· Strong sales and negotiation skills.

· Excellent attention to detail and accuracy.

· High level of integrity and professionalism.

· Customer-focused with exceptional relationship management skills.

· Strong analytical and problem-solving ability.

· Ability to prioritise workloads and manage multiple deadlines.

· Self-motivated, driven and results-oriented.

· Team player with excellent communication skills.

Key Performance Indicators (KPIs)

· Achievement of monthly and annual new business premium targets.

· Quote-to-sale conversion ratio.

· Compliance accuracy and audit results.

· Turnaround times on quotations and new business.

· Quality and completeness of new business documentation.

· Client satisfaction and retention.

· Accuracy of reporting and data management.

How to apply

· Send your updated CV & Qualifications, with the subject line “Sales Consultant” to: insurerecruit@asi.co.za