Job Ref #: BH-359
Industry: Insurance
Job Type: Permanent
Positions Available: 1
We are seeking a driven and client-focused Sales Representative to join our insurance brokerage team, specializing in the dealer relationship channel. This role is responsible for maintaining and growing relationships with motor vehicle dealerships, promoting insurance products, supporting dealer sales teams, and driving business growth through embedded and referral insurance opportunities.
Job Description
Key Responsibilities:
- Relationship Management:
- Develop and maintain strong, professional relationships with dealership staff, management, and key stakeholders to promote trust and mutual business growth.
- Sales Execution:
- Promote and sell insurance products (including motor, short-term, and value-added services) through dealership channels, achieving monthly and quarterly targets.
- Client Visits & Field Work:
- Conduct regular on-site visits to assigned dealerships to provide training, sales support, product updates, and performance reviews.
- Training & Support:
- Conduct onboarding and refresher training sessions for dealer staff on insurance products, compliance processes, and quoting systems.
- Lead Generation & Conversion:
- Work closely with dealer teams to generate qualified insurance leads and convert them into policies through follow-ups and client engagement.
- Reporting & Insights:
- Track and report on sales activities, dealer performance, and market trends. Provide feedback for continuous improvement of sales strategies and product offerings
- Compliance & Quality Assurance:
- Ensure that all sales activities are conducted in line with regulatory requirements, Treating Customers Fairly (TCF) principles, and company standards.
Job Requirements
Education:
Matric (required)
Relevant diploma or degree in Sales, Marketing, or Insurance (preferred) Regulatory Exam (RE5) and FAIS credits (beneficial)
Experience:
- 2–5 years' experience in insurance sales or a similar role Experience working with motor dealerships or in the automotive finance/insurance space is a strong advantage
- Strong interpersonal and communication skills
- Sales-driven with a hunter mindset
- Excellent presentation and training abilities
- Ability to manage multiple dealer accounts
- Strong organizational and reporting skills
- Tech-savvy – comfortable using CRM systems and quoting tools
- Valid driver’s license and own reliable vehicle
Key Performance Indicators (KPIs):
Monthly policy sales targets achieved
Dealer engagement and satisfaction levels
Lead-to-sale conversion rate
Number of dealer visits per month
Training sessions delivered and feedback
Compliance score and quality audits passed
Benefits:
Basic salary + commission/incentives
Travel allowance
Tools of the trade (laptop, mobile phone, etc.)
Opportunities for professional growth