Broker Sales Agent Job at MiWay Insurance Limited

What will you do?

• We are looking for a very strong candidate to join our Broker Client Services team. You need to be passionate about people, display professionalism in dealing with clients and Brokers. You will be attending to incoming queries either telephonic or via email from both Brokers and Broker Clients and doing underwriting if requested by the client or broker client.

Minimum Qualification Required

• Regulatory Exam (RE 5)
• Matric / NQF 4
• Full FAIS Credits

Minimum Experience

• Minimum 3 years Inbound call centre and broker experience.
• Minimum 3 years short term insurance in our industry.

Deliverables include, but will not be limited to

• Sales & Revenue Generation
• New Policy Sales – Building rapport with, and assisting brokers with quotes, and underwriting policies.
• Lead Conversion – Effectively follow up on leads, qualify prospects, and close deals.
• Upselling & Cross-Selling – Offer additional coverage or bundled policies to maximize customer value.
• Meeting & Exceeding Sales Targets – Achieve individual and team sales quotas and KPIs.

Customer Engagement

• Needs Analysis – Assess customer needs to recommend suitable insurance solutions.
• Follow-Ups & Callbacks – Proactively follow up with potential brokers/customers who have expressed interest.
• Handling Objections – Overcome objections and concerns to close policies effectively.

Compliance & Accuracy

• Regulatory Adherence – Ensure sales processes comply with insurance industry regulations and company policies.
• Quality Assurance – Maintain high call quality and adhere to call scripts and sales guidelines.

Competencies Required

• Self-disciplined
• Self-motivated
• Problem solving skills and solution oriented
• Presentable
• Attention to detail with Active listening skills
• Able to work flexible hours
• Broker/Customer focused
• Results oriented

Knowledge and Skills

• Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation
• Personal Attributes
• Communicates effectively – Contributing dependently
• Decision quality – Contributing dependently
• Action orientated – Contributing dependently
• Optimises work processes – Contributing dependently

Build a successful career with us

• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation – Contributing dependently
• Customer focus – Contributing dependently
• Collaborates – Contributing dependently
• Being resilient – Contributing dependently
• Drives results – Contributing dependently