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 n
Grow and manage your own portfolio of Capricorn members
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Win new business through referrals, prospecting and member engagement
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Identify and place the right protection/insurance solutions for members
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Drive retention through proactive renewal reviews
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Build strong relationships with members and underwriting partners
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Deliver outstanding service and member experiences
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Achieve sales, retention and activity targets
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Maintain compliant and accurate records across our systems
About you n
Proven ability to generate new business and hit revenue targets
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Confidence working in an outbound, phone-based role
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Experience managing a portfolio with renewal responsibility
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Solid relationship-building skills and establishing trust without being face-to-face
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Commercial mindset, you understand how to grow a book of business
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A team player who shares knowledge and celebrates success
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Experience in insurance, preferably in account management (desirable)
About us n
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 New Zealand, from national franchises to your local family workshop.
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Competitive base salary eligible for Sales Incentive Plan
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Hybrid work flexibility - 2 days working from home
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Training opportunities and development
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Paid parental leave for both parents
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Social calendar with virtual and face-to-face events
#J-18808-Ljbffr
📌 Insurance Sales Representative (Sydney)
🏢 Capricorn
📍 Sydney
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