In this phone-based sales role, you'll build and manage your own portfolio of Capricorn Members, identifying new opportunities, retaining existing business, and delivering tailored risk solutions. You'll sell a unique mix of Capricorn Mutual and insurance broking products, giving you a competitive advantage and a compelling value proposition for every member conversation.
Key responsibilities
Grow and manage your own portfolio of Capricorn members
Win new business through referrals, prospecting and member engagement
Identify and place the right protection/insurance solutions for members
Drive retention through proactive renewal reviews
Build strong relationships with members and underwriting partners
Deliver outstanding service and member experiences
Achieve sales, retention and activity targets
Maintain compliant and accurate records across our systems
About you
Proven ability to generate new business and hit revenue targets
Confidence working in an outbound, phone-based role
Experience managing a portfolio with renewal responsibility
Strong relationship-building skills and establishing trust without being face-to-face
Commercial mindset,
you understand how to grow a book of business
A team player who shares knowledge and celebrates success
Experience in insurance, preferably in account management (desirable)
About us
Capricorn is one of Australia and New Zealand's largest and most dynamic Member-owned organisations. Since 1974, we've provided our Members with financial and business solutions to make running a business easier. Our flagship Trade Account offers instant credit with over 1600 Preferred Suppliers, simplified monthly expenses, and a generous rewards program. We have a strong foundation in the automotive and machinery aftermarkets. Our vibrant community includes over 31,000 Members across Australia and Recent Zealand, from national franchises to your local family workshop.
Competitive base salary eligible for Sales Incentive Plan
Hybrid work flexibility - 2 days working from home
Training opportunities and development
Paid parental leave for both parents
Social calendar with virtual and face-to-face events
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📌 Insurance Sales Representative (New South Wales)
🏢 Capricorn
📍 New South Wales
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