Role Purpose
The Commercial Sales Consultant is responsible for driving sales across both personal and commercial insurance lines. The role focuses on converting leads into sales by offering bank-approved insurance solutions for residential homes, commercial properties, and related insurance products. This position operates within a target-driven call centre environment and requires strong commercial insurance knowledge and relationship-building capability.

Key Responsibilities

Sales & Lead Conversion
• Conduct outbound calls to prospective clients who have recently purchased properties, with the objective of generating quotes and closing sales.
• Build, manage, and maintain a strong sales pipeline through effective lead management and consistent follow-ups.
• Meet or exceed assigned sales targets and KPIs on an ongoing basis.

Product Knowledge & Advisory
• Demonstrate in-depth knowledge of the following insurance products:
– Commercial Insurance for properties purchased by businesses but used for residential purposes.
– Commercial Insurance for properties purchased by businesses for business use.
– Commercial Insurance for properties purchased by trusts.
– Sectional Title Insurance.
• Position insurance products effectively by understanding client needs and offering appropriate solutions.

Customer Relationship Management
• Build and maintain strong, professional relationships with clients to ensure satisfaction and retention.
• Maintain accurate and up-to-date client and sales records on the CRM system.

Team Collaboration & Continuous Improvement
• Collaborate with the sales team to optimise sales strategies and identify growth opportunities.
• Stay informed on industry trends, competitor activity, and market conditions.
• Continuously enhance sales skills and product knowledge through training and professional development, including learning to utilise AI tools to support sales activities and client engagement.