Insurance Sales Consutlant (Port Phillip City)

Insurance Sales Consutlant (Port Phillip City)

24 Sep
|
HCPA
|
Port Phillip City

24 Sep

HCPA

Port Phillip City

About HCPA HCPA is Australia’s leading consulting firm for regulated industries. After eight years in operation, we are entering a major phase of growth, achieving 106% growth in FY24/25 and a further 68% growth in the past six months, with expansion into the United States now underway.

As we scale and launch new divisions, we are looking for talented sales professionals who want to build a long-term career with a fast-growing and ambitious team.

About the Role We are seeking a results-driven Registration Sales Consultant to manage qualified leads through a consultative, multi-touch B2C sales journey—from the initial conversation through to a closed deal and successful client handover.

Our clients are making important, high-consideration decisions that require education, trust and thoughtful guidance. This is not simply a transactional or one-call-close sales role. Success requires strong discovery skills, persistent follow-up, confident objection handling and the ability to nurture opportunities until the client is ready to proceed.

HCPA generates 500–1,000 warm leads each day across the business, providing a strong pipeline with no cold prospecting required. However, this is not passive order-taking: you will be expected to take ownership of your opportunities, maintain momentum and proactively progress each lead towards a decision.

Healthcare or registration experience is not required. We prioritise proven consultative sales ability and welcome candidates from insurance, property and investment, financial services, professional services, medical equipment and other high-value or complex B2C sales environments.

Key Responsibilities Consultative Sales and Client Engagement

Conduct structured discovery conversations to understand each prospective client’s needs, circumstances and goals

Educate clients on relevant services and guide them through complex or unfamiliar information

Recommend appropriate solutions based on client requirements

Build trust and credibility throughout the sales process

Respond confidently to questions, concerns and objections

Adapt your approach according to the client’s needs and readiness to proceed

Close sales in line with company pricing,



policies and process guidelines

Pipeline Ownership and Follow-up

Manage assigned qualified leads from first contact through to close

Maintain consistent and persistent follow-up across a multi-touch sales cycle

Proactively nurture and re-engage prospects who are not ready to commit immediately

Follow up on open opportunities and outstanding quotes within agreed timeframes

Maintain momentum across the pipeline and take accountability for progressing each opportunity

Keep complete, accurate and up-to-date records in the CRM

Prioritise opportunities effectively and manage your own workload

Sales Performance and Continuous Improvement

Work towards and consistently achieve or exceed individual and team sales targets

Monitor personal performance, conversion rates and pipeline activity

Provide constructive feedback on lead quality, recurring objections and common client questions

Participate in ongoing coaching and training to strengthen product knowledge and sales capability

Apply feedback and continuously improve sales performance

Client Handover and Company Representation

Set clear expectations regarding next steps, timelines and the client journey

Facilitate a smooth and accurate handover to the delivery or account team

Maintain a professional, helpful and high-quality client experience throughout the sales process

Represent HCPA positively in every client interaction

Maintain current knowledge of the company’s services, products and pricing

Required Experience and Competencies

Approximately 2–3 years of experience in B2C consultative sales, new business development or another target-driven closing role

Experience selling a high-value, high-consideration or complex product or service

Demonstrated experience managing a multi-touch sales cycle involving multiple conversations and follow-ups





Proven track record of achieving or exceeding individual sales, revenue or conversion targets

Strong discovery, questioning and active-listening skills

Ability to explain complex information clearly and build trust with prospective clients

Confidence in overcoming objections, negotiating and asking for the sale

Strong pipeline ownership, including proactive follow-up and re-engagement of stalled opportunities

Comfortable making outbound follow-up calls and managing a high volume of client conversations

Strong written and verbal communication skills

Resilience, accountability and a positive attitude towards targets

Ability to learn quickly and follow a structured sales process

Reliable, organised and confident managing an individual workload

Preferred Sales Backgrounds

Life, income protection, commercial or other consultative insurance sales

Property, property investment or mortgage-related sales

Financial or professional services

Education, migration or advisory services

Medical equipment or other high-value products and services

Any environment involving education, trust, persuasion and multiple follow-ups before the customer commits

Candidates whose experience is primarily quick, transactional or one-call-close sales will be less aligned with this opportunity.

Key Performance Indicators

Sales and revenue achieved against individual targets

Lead-to-sale and quote-to-close conversion rates

Pipeline progression and opportunity ageing

Speed and consistency of lead follow-up

Successful re-engagement of open or stalled opportunities

CRM and pipeline accuracy

Quality of client handover and overall client experience

What We Offer

AUD 80,000 base salary

5–7.5% uncapped commission, paid weekly

Access to a robust pipeline of qualified warm leads with no cold prospecting

Structured onboarding, product training and ongoing sales coaching

Clear opportunities for career progression as the business expands

The opportunity to join a collaborative, performance-driven and fast-growing team

An onsite position based in Southbank, Melbourne

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📌 Insurance Sales Consutlant (Port Phillip City)
🏢 HCPA
📍 Port Phillip City

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