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Insurance Business Development Representative
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At Level-Up, we are seeking an insurance business development representative to join our sales team. In this role, you will be responsible for promoting personal lines products to customers, building relationships with them, and providing tailored solutions to meet their insurance needs. To excel in this role, you must possess excellent communication and interpersonal skills, as well as a deep understanding of insurance products. Key responsibilities include driving policy sales, maximizing monthly written premiums, and ensuring compliance and a customer-focused approach.
Responsibilities- Drive policy sales and maximize monthly written premiums while ensuring compliance and a customer-focused approach.
- Maintain responsiveness, professionalism, and courtesy when engaging with lead providers and customers.
- Execute the sales process with expertise, diligence, integrity, and a strong knowledge base.
- Offer competitor quotes when relevant to align with customer needs and provide suitable options.
- Enhance each sales opportunity by offering additional products where available.
- Utilize effective interpersonal and communication skills to build customer confidence and product acceptance.
- Identify customer needs through active listening and asking insightful questions.
- Align product benefits with customer requirements and clearly demonstrate value.
- Address and resolve customer objections with well-considered responses.
- Matric/Grade 12
- RE5
- FETC: Short-term Insurance NQF4 or better (preferred)
- Meet the regulatory requirements (e.g. DOFA period, FAIS Fit & Proper)
- 3 years call centre sales experience
- 1 year outbound call centre sales experience
- 2 years motor and home sales experience
- Fluency in English is essential plus one other official language