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.

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

• Skills & Competencies:

• 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

Skills Required