Job Description
About the Role
We are seeking an experienced Senior Broker Assistant to join our team. As a key member of our broker support, you will be responsible for driving business growth and ensuring compliance with regulatory requirements.
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 using Google Calendar.
- Identify cross-selling opportunities before the advisor even finishes their sentence.
- Keep the XPlan pipeline pristine.
- Manage KYC/FICA compliance with accuracy and precision.
- Process amendments, switches, transfers, and policy changes without error.
- Prepare client documents to high standards of organisation.
- Ensure all files meet 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 regulations.
- 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 overall contribution to growth.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Sales Jobs in ZA
In South Africa, the sales industry is a significant sector, with many multinational companies operating in various sectors. The job market for sales professionals is generally competitive, with a strong demand for skilled and experienced individuals. Typically, sales roles are found in industries such as technology, financial services, and manufacturing.
Generally, salaries for sales positions in South Africa can vary widely depending on factors such as experience, company size, and industry sector. Common salary ranges for entry-level sales roles typically start at around R300 000 to R500 000 per annum, while more experienced professionals can earn between R600 000 to R1 million or more, depending on performance and market conditions. It’s common for sales salaries to be higher in larger companies or those operating in high-growth industries.
Common skills required for sales roles include excellent communication and interpersonal skills, the ability to build strong relationships with customers and colleagues, a strong understanding of products or services, and the ability to meet sales targets. Other essential skills often include negotiation and problem-solving abilities, as well as a strong work ethic and adaptability in a fast-paced environment. Typically, companies also look for candidates with a degree or diploma in a relevant field, such as business, marketing, or communications.
Sales professionals can be found in various industries, including the technology industry, financial services sector, manufacturing sector, and more. The ability to navigate these different sectors is crucial for career progression and development. In terms of career development, sales roles often offer opportunities for advancement, such as promotions to senior sales roles or leadership positions within a company.
Typically, successful sales professionals in South Africa progress into roles such as account manager, sales manager, or even business development roles within their organisations. With experience and the right skills, they can also consider career transitions into other industries or start their own businesses. Overall, for those considering a career in sales, it’s essential to focus on developing strong skills, building a professional network, and staying adaptable in a rapidly changing job market.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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