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Cape Town: Leads Insurance Consultant posted by InspHired Recruitment Solutions

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Job Description

About the Role

Our client in the Financial Services industry is currently looking for a Leads Insurance Consultant to join their team in Bellville, Cape Town. As a key member of the sales team, you will be responsible for generating quality sales opportunities and achieving minimum production norms and targets.

Key Responsibilities

  • Generating quality sales opportunities for the Distribution channels.
  • Achieve the minimum production norms & targets set.
  • Quality outbound calls to clients to create quality sales opportunities.
  • Adhere to the quality standards of the Sanlam Direct CCC.
  • Record client information and requests on the Sentrix system.
  • Handle and appropriately refer customer complaints and objections.

Requirements

  • Matric (or equivalent qualification)
  • Minimum 3 years Call Centre experience.
  • Call Centre experience (Outbound would be an advantage).
  • Previous financial services experience will be advantageous.
  • MS: Office (Excel, Word, PP, Outlook)
  • Knowledge of Sentrix.

Salary & Benefits

Up to R13 000 per month plus commission.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Western Cape

In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.

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When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.

Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.

Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.

For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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