Insure Adviser | Pretoria

PSG Konsult Ltd · Pretoria, Gauteng

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Job description

  • We are seeking a highly experienced Insure Adviser to drive new business growth, develop broker and intermediary relationships, and lead sales performance within the short-term insurance environment.
  • This is a senior, performance-driven role requiring extensive insurance sales experience combined with proven business development and people-management capability.

Responsibilities

  • Driving aggressive and sustainable new-business growth.
  • Identifying and developing new commercial insurance opportunities.
  • Establishing and developing relationships with brokers, intermediaries, strategic partners and prospective clients.
  • Building and actively managing the new-business sales pipeline.
  • Leading, coaching and holding sales/business-development staff accountable for performance.
  • Establishing individual and team KPIs and monitoring performance against agreed targets.
  • Developing tactical sales plans aligned with the company's strategic objectives.
  • Conducting regular pipeline, conversion and performance reviews.
  • Assisting sales staff with complex opportunities, presentations and commercial negotiations.
  • Identifying new markets, distribution opportunities and strategic partnerships.
  • Working with management to develop annual new-business targets, budgets and forecasts.
  • Maintaining appropriate regulatory, compliance and customer-service standards.
  • Creating a high-performance sales culture focused on prospecting, activity, conversion and profitable growth.

Minimum Requirements

  • Completed RE 5 Certificate
  • Completed NQF 5 Short-term insurance certificate
  • Completed Managerial qualification at NQF Level 6 or higher
  • Minimum 15 years' experience in the South African short-term insurance industry.
  • Minimum 10 years' experience specifically involving commercial short-term insurance.
  • Minimum 5 years' experience in a formal sales leadership or sales management position, managing sales teams against measurable KPIs, targets and performance standards

Additional Experience Required

Previous experience as both

  • an individual sales/business development professional; and
  • a sales team leader or manager responsible for the performance of other sales professionals.
  • Demonstrable experience managing a B2B sales team of at least 10 sales professionals/ advisors/ business development staff.
  • Proven experience in both Personal Lines and Commercial Lines insurance sales environments.
  • Proven experience in broker and intermediary relationship management.
  • Demonstrable experience in new-business development and client acquisition, including prospecting, qualifying opportunities, developing proposals, commercial negotiations and conversion.
  • Demonstrable track record of achieving or exceeding formal sales, premium or new-business targets.
  • Proven experience in sales coaching, performance management and development of sales staff.
  • Experience translating company strategy into practical sales plans and measurable execution.
  • Experience developing and managing sales pipelines, forecasts and tactical business-development plans.
  • Working knowledge of the South African regulatory environment applicable to financial services and short-term insurance.
  • Demonstrable experience using CRM and digital sales-management systems.

Advantageous Qualifications and Experience

  • Formal project-management training or certification.
  • Formal Agile training.
  • Experience developing business cases and contributing to annual sales planning and forecasting.
  • Managed teams of 10 or more direct reports.
  • Worked across direct sales, B2B sales and broker/intermediary distribution channels.
  • Held both Business Development Manager/Consultant and Sales Manager/Regional Sales Manager positions during their career.
  • Demonstrable national or company-level recognition for exceptional sales performance.
  • Experience participating in sales teams responsible for large commercial premium/revenue targets.
  • A documented history of developing underperforming sales staff into consistent target-achieving performers.

Closing date: 01-Sept-2026

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