Insurance Sales Representative

About the role

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

• Strong sales experience in a target-driven environment

• 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

• Excellent time management

• 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)

• RG146 Tier 1 (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 New Zealand, from national franchises to your local family workshop.

Benefits

• 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

• Free gym membership near the office

• Discounted private health benefits

• All-inclusive working from home kits

• Reward and recognition program

• Wellness program

• Additional leave purchase