Menu Close

Johannesburg: Senior Broker Assistant

Advertisement



Job Description

About the Role

We are seeking an experienced Senior Broker Assistant to join our fast-growing financial advisory practice in Johannesburg. As the power behind the throne, you will be responsible for managing admin, client service, compliance, and pipeline management with Olympic-level finesse. If you enjoy structure, efficiency, and a good checklist, this role is perfect for you.

Key Responsibilities

  • Generate and follow up on leads like a friendly-but-persistent detective.
  • Book advisor appointments that turn into actual business.
  • Drive annual and bi-annual client review schedules (Google Calendar is your kingdom).
  • Identify cross-selling opportunities before the advisor even finishes their sentence.
  • Keep the XPlan pipeline pristine.
  • Manage KYC/FICA with accuracy and attention to detail.
  • Process amendments, switches, transfers, and policy changes without errors.
  • Prepare client documents that are organised and accurate.
  • Ensure compliance with FAIS, FICA, POPIA, and TCF standards.

Requirements

  • 35 years of experience in a financial planning / insurance / investment support environment.
  • XPlan experience (non-negotiable).
  • Strong understanding of FAIS, FICA, POPIA, and TCF.
  • Confident with client engagement, including outbound calling.
  • Obsessed with accuracy.
  • Comfortable working in a structured, target-driven environment.

Qualifications

Matric required. RE5 or relevant Wealth Management qualification beneficial but not essential.

Salary & Benefits

Competitive basic salary (negotiable). Strong performance-based incentives linked to: New business; Review-driven sales; Cross-selling; Retention outcomes; and Your overall contribution to growth.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

View Job  Centurion: Commercial and Industrial Sales Consultant posted by Express Employment Professionals Midrand

About Sales Jobs in Gauteng

The sales industry in Gauteng, South Africa is a dynamic and competitive field, with various sectors driving demand for skilled professionals. Generally, the job market trend in this region indicates a steady growth in sales-related positions, driven by the increasing importance of businesses in South Africa’s economy.

Typically, sales roles in Gauteng offer a broad salary range, which can vary widely depending on factors such as level of experience, company size, and industry sector. For example, entry-level sales positions may start at around R200 000 to R400 000 per annum, while senior sales professionals or those working in large corporations can earn upwards of R800 000 to R1 500 000 per year. However, it’s essential to note that these figures are general estimates and actual salaries can differ significantly depending on individual circumstances.

Common skills required for a successful sales career in Gauteng include excellent communication and interpersonal skills, the ability to build strong relationships with customers and colleagues, negotiation and closing techniques, product knowledge and industry insights, and proficiency in CRM software and other sales tools. Additionally, many sales professionals in this region possess a degree or diploma in business, marketing, or related fields.

Sales roles can be found across various industry sectors, including financial services sector, technology industry, manufacturing sector, and more. These industries often require sales professionals to have a deep understanding of their respective markets and customers, as well as the ability to adapt to changing market conditions.

For those looking to pursue a career in sales, there are typically several opportunities for professional development and growth. Many companies offer training programs, mentorship schemes, and performance-based bonuses, which can help sales professionals advance their careers and increase their earning potential. Additionally, certifications such as the Certified Sales Professional (CSP) or the Advanced Sales Certification (ASC) can demonstrate a commitment to excellence and enhance job prospects.

View Job  Gauteng: Managing Director posted by Stiles Recruit


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Johannesburg, Gauteng


Job Seeker Tip

Quantify your achievements on your CV using numbers and percentages where possible.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Cape Town: Chief Operations Officer (COO) posted by Petroleum Agency SA (PASA)

Jobs in Cape Town March 20, 2026
COO

Contract: Five (5) year fixed-termLocation: Cape Town, South Africa About the CompanyPetroleum Agency SA (“PASA”), a subsidiary of CEF SOC…

View Job  Nelspruit: Sales Executive
View Job

Cape Town: Chief Financial Officer (CFO) posted by Petroleum Agency SA (PASA)

Jobs in Cape Town March 20, 2026
CFO Finance

Contract: Five (5) year fixed-termLocation: Cape Town, South Africa About the CompanyPetroleum Agency SA (“PASA”), a subsidiary of CEF SOC…

View Job

Centurion: Financial Accountant posted by Network Finance

Jobs in Centurion March 20, 2026
Accounting Management Finance Network Finance

Company and Job Description:This role focuses on financial reporting, maintaining accurate records, and ensuring compliance with internal and external...

View Job

Western Cape: CIMA posted by Network Finance

Jobs in South Africa March 20, 2026
Accounting Management Finance Network Finance

Company and Job Description:I work with various reputable organisations that are looking for Management Accountants, Financial Analysts, and commercial...

View Job

Western Cape: CIMA posted by Network Finance

Jobs in South Africa March 20, 2026
Accounting Management Finance Network Finance

Company and Job Description:I work with various reputable organisations that are looking for Management Accountants, Financial Analysts, and commercial...

View Job

Pretoria East: SAIPA Accountant posted by Network Finance

Jobs in Gauteng March 20, 2026
Accounting Management Finance Network Finance

Company and Job Description:There is consistent demand for strong accounting professionals across Gauteng, with opportunities ranging from hands-on...

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in Central Johannesburg, Jobs in Gauteng, Jobs in Johannesburg, Jobs in South Africa

More Jobs in Your Area