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Western Cape: Sales Agent posted by Neo Brokers (Pty) Ltd

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Job Description

Key Responsibilities

Respond to every new sign-up within 5 minutes and guide clients through KYC completion, First-Time Deposit (FTD), and First-Time Trade (FTT) activation.

Follow up on incomplete KYC, abandoned deposits, and failed transactions with personalized, compliant support.

Deliver hands-on onboarding and platform guidance (no financial advice) using pre-approved scripts and materials.

Provide white-glove service to high-value clients (deposit potential > ZAR 50,000).

Execute outbound prospecting, dormant account reactivation, cross-selling across our four brokerages, and referral generation.

Maintain 80–120 daily contacts (calls, WhatsApp, email, LinkedIn) while logging every interaction in real time in the CRM.

Identify educational content gaps and submit ideas to support marketing campaigns.

Attend daily huddles, weekly training, and one-on-one coaching sessions.

What We’re Looking For

Minimum 1–2 years of sales experience (financial services, forex, or call-centre experience is a strong advantage).

Excellent communication skills in English (additional South African languages are a plus).

Strong understanding of FSCA regulations and Treating Customers Fairly (TCF) principles.

Proven ability to work with CRM systems, WhatsApp Business API, and VoIP diallers.

Highly organised, target-driven, and comfortable working in a fast-paced, metrics-focused environment.

Passion for forex trading and helping clients succeed (without ever giving advice).

Office based in Century City, Cape Town

How to Apply

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

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About Insurance Sales/Marketing Jobs in Western Cape

The insurance sales and marketing industry is a growing sector in Western Cape, South Africa, with a general upward trend in job opportunities. Typically, this field offers stable and rewarding careers for those who are passionate about understanding complex products and building relationships with clients. However, the job market can be highly competitive, especially in areas like Cape Town and Stellenbosch.

Generally, insurance sales and marketing professionals in Western Cape can expect to earn a salary range of R400 000 to R600 000 per annum, depending on factors such as experience, company size, and industry sector. However, please note that this is only a rough estimate, and actual salaries can vary widely based on individual circumstances.

Common skills required for insurance sales and marketing roles include strong communication and interpersonal skills, the ability to understand complex financial products, proficiency in Microsoft Office and CRM systems, and excellent analytical and problem-solving skills. Other essential skills include the ability to build rapport with clients, negotiate effectively, and adapt to a fast-paced environment. In some cases, a degree in a related field such as business or marketing may be advantageous.

The insurance industry sector is one of the largest employers of sales and marketing professionals in Western Cape, with many companies operating in areas such as financial services, technology, and manufacturing. Other industries that commonly hire for these roles include construction and real estate sectors. Typically, these roles require an understanding of the specific industry’s regulations and requirements.

For those interested in pursuing a career in insurance sales and marketing, there are several opportunities for career development and growth. Typically, professionals can expect to move into senior roles within 5-7 years of experience, or progress into specialist areas such as underwriting or risk management. Many companies also offer training and development programs to help employees enhance their skills and knowledge.

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



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