Sales Manager - CRS - Broking (NZ Based)

A little about us

Capricorn is one of Australia and New Zealand’s largest and most dynamic Member-owned organisations. Since 1974, we’ve been dedicated in supporting our Members with solutions that truly matter. Our flagship Trade Account offers instant credit with over 2,000 Preferred Suppliers, simplified monthly expenses, and a generous rewards program as the cherry on top

We have a strong foundation in the automotive and machinery aftermarket industry with over 30,000 highly engaged Members across Australia and New Zealand, from national franchises to your local family workshop. Last year we facilitated $3.7bn worth of transactions, and returned nearly $93 million in value to our Members.

At Capricorn we work hard to ensure that Our People, Our Members and Preferred Suppliers are connected into the Capricorn Community.

Join us and be part of a team that’s committed to driving success, innovation and making a difference, while having some fun along the way!

Role Summary

You will lead and develop a high-performing sales and broking team, ensuring consistent alignment with Capricorn’s strategic objectives. You will manage and monitor zone sales budgets, develop activity plans, and ensure the financial sustainability of operations. Strategic business planning will be a key part of your role, along with maintaining compliance with Capricorn’s Financial Advice Provider licensing obligations and internal policies. 

In this role, you will also focus on strengthening and managing relationships with insurers and other key stakeholders. You will be responsible for achieving sales targets, monitoring team performance, and ensuring service delivery standards are consistently met. Coaching team members, conducting performance reviews, and maintaining regular engagement will be part of your leadership duties. Additionally, you’ll oversee CRM systems and drive continuous process improvements to enhance efficiency. Representing CRS at Capricorn events and supporting marketing initiatives will also be part of your remit. 

Skills and Experience

• Demonstrated success in sales, particularly within the B2B SME market.
• Established experience as a people leader with a background in insurance.
• Ability to build strong relationships with key stakeholders, including Underwriting and Claims Leaders.
• Experience in operating within a regulated environment and conducting compliance reviews.
• Autonomy and Travel: Capability to work independently in a field and home-based role, with a willingness to travel.
• Adept at building and maintaining effective relationships with stakeholders at all levels 
• A solid understanding of the New Zealand General Insurance market is expected
• Robus communication, negotiation, and analytical abilities.
• Minimum of five years’ experience in a leadership and coaching role within insurance broking or a related industry
• A proven track record in managing direct reports and ideally experience with remote teams

Qualifications

• RG146 Compliance: It is essential for the candidate to be RG146 compliant
• Hold a Level 5 Certificate in Financial Services – General Insurance is essential. 

Responsibilities

• Lead the team to achieve agreed sales metrics.
• Provide product knowledge training, sales skills coaching, and support career development.
• Develop strong relationships to deliver win/win outcomes for Members, RAMs, and the business.
• Ensure adherence to regulatory obligations and manage outcomes in line with Risk Advisory & Audit policy.

Benefits

• Competitive Remuneration: Attractive salary package.

• Fully Maintained Motor Vehicle: Included as part of the package.

• Tools of the Trade: All necessary tools provided.

• Incentive Scheme: Generous incentive scheme available.

A little on life at Capricorn

Joining our community is about more than just a job, so here’s what’s in it for you:

• Work flexibility – We’re all unique, and so are the ways in which we work. Whether it’s flexible hours or WFH arrangements, we’ll work with you to find the best way for us to work together.

• Development Opportunities – your success is ours too. We provide training opportunities and development to give you the tools you need to grow.

• Paid parental leave – during life’s most important times, we support parents’ leave (for both parents) and their transition back to work.

• Get social – our social calendar is full, with a range of different virtual and face-to-face events to keep us connected.

• A place you want to be – from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be.

• A cherry on top – we’ve got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more!

• Amazing Benefits – Unlock amazing benefits at Capricorn. We offer all staff free gym membership near the office, discounted private health benefits and all inclusive working from home kits to get you started!

Sound like you’d be a good fit?

If you are ready to become part of a growing community and make a real impact, get in touch today.

For further information, support with your application and details on Capricorn, please visit our website at capricorn.coop/careers