Insure Adviser | Pretoria
PSG Konsult Ltd · Pretoria, Gauteng
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- 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