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Insurance Sales Specialist
2 months ago
At Pro Select Consulting, we are seeking a highly motivated and experienced Broker Consultant to join our team. As a key member of our sales team, you will be responsible for delivering exceptional results and exceeding sales targets.
Key Responsibilities:- Sales and Business Growth: Consistently deliver and exceed on allocated sales targets, develop and maintain strong relationships with Financial Advisers, and identify new potential Financial Advisers and opportunities for business growth.
- Technical Training and Support: Provide technical training and ongoing product support to Financial Advisers, ensuring they have the necessary skills and knowledge to succeed.
- Sales Process Facilitation: Facilitate the sales process to ensure that Financial Advisers are going through the correct channels, and participate in proactive sales and marketing initiatives.
- Profitability and Competitor Analysis: Build and sustain profitability in their business, keep up to date with competitor product and service offerings, and make recommendations to management where necessary.
- Reporting and Analysis: Review New Business Pipeline, follow up and tracking to ensure conversion, and provide weekly analysis and reporting on deliverables and achievements.
- Experience: Minimum of 2 years life insurance experience, minimum 2 years experience as a Broker Consultant, and previous sales experience with a sound knowledge of the insurance industry.
- Qualifications: An insurance qualification is essential (RE1, RE5, Certificate in Financial Planning, Diploma in Wealth Planning, CFP or similar).
