5 Sales Broker jobs in South Africa

Job Purpose

Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis, and propose customer solutions. Requires solid knowledge of products, their characteristics, and the market, with a focus on growing the brand.

Responsibilities

1. Customer Relationships Development : Make calls to allocated customers to develop new relationships or serve as a first point of contact.
2. Customer Needs Clarification : Interview customers following a complex sales script to clarify requirements and make detailed notes.
3. Set Objectives for Sales Calls : Use standard materials to present to customers, ask relevant questions, and evaluate interest to identify further needs.
4. Sell Customer Propositions : Identify products that meet customer needs, explain benefits, and influence purchase decisions within company policies.
5. Operational Compliance : Adhere to policies, procedures, and regulatory codes relevant to the role.
6. Customer Relationship Management (CRM) Data : Schedule callbacks, document interactions, and maintain quality data for customer retention and business development.
7. Performance Management : Prioritize tasks to meet productivity, quality, and timeliness standards, utilizing performance systems to improve.
8. Personal Capability Building : Stay updated on policies and regulations through online training and assessments.
9. Sales Opportunities Creation : Identify potential new customers through referrals and recommendations.

Education

• Grade 12/SAQA Accredited Equivalent (Essential)
• FAIS and RE5 qualification (Essential)
• Class of Business – product knowledge (Essential)

Experience

• 2-3 years telephonic sales experience (Essential)
• Experience in Financial Services Industry (Advantageous)

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.

Join to apply for the Broker Sales Representative role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Broker Sales Representative role at ExecutivePlacements.com - The JOB Portal

Get AI-powered advice on this job and more exclusive features.

SUMMARY:

JHB (Bedfordview) - Are you an excellent communicator with a passion for people and telephonic sales? Our client is seeking a Broker Sales Representative to join their dynamic team. As a Broker Sales Representative, you will play a crucial role in representing the company, and broker and providing exceptional service to all clients.

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000459/JC

Date posted:

Thursday, June 26, 2025

Location:

Johannesburg, South Africa

Salary:

1000 Monthly

SUMMARY:

JHB (Bedfordview) - Are you an excellent communicator with a passion for people and telephonic sales? Our client is seeking a Broker Sales Representative to join their dynamic team. As a Broker Sales Representative, you will play a crucial role in representing the company, and broker and providing exceptional service to all clients.

POSITION INFO:

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry.

Responsibilities:

• Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)
• Source leads from various databases.
• Work closely with financial advisors and their teams.
• Schedule appointments based on financial advisors’ diaries.
• Meet daily, weekly, and monthly targets.
• Ability to communicate effectively with their niche clientele
• Contribute significantly to new business revenue.
  
  

• Proficient in both written and verbal communication.
• Ability to demonstrate great listening skills.
• Exceptional at building rapport with clients.
• Displays patience and empathy towards customers.
• Strong time management and organizational abilities.
• Comfortable working in fast-paced environments.
• Basic or advanced troubleshooting skills, depending on the role.
• Familiarity with common software and tools.
• In-depth understanding of the company’s products and services.
• Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.
  
  

• Matric
• Fluent in English
• 1 - 3 years experience in a similar environment
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Sales and Business Development
• Industries Advertising Services

Referrals increase your chances of interviewing at ExecutivePlacements.com - The JOB Portal by 2x

Johannesburg, Gauteng, South Africa 1 week ago

Meredale, Gauteng, South Africa 2 days ago

Johannesburg, Gauteng, South Africa 5 months ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 1 year ago

Johannesburg, Gauteng, South Africa 1 month ago

Brakpan, Gauteng, South Africa 4 weeks ago

Boksburg, Gauteng, South Africa 1 week ago

Johannesburg Metropolitan Area 3 days ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg, Gauteng, South Africa 1 year ago

Johannesburg, Gauteng, South Africa 1 day ago

Randburg, Gauteng, South Africa 1 month ago

Johannesburg Metropolitan Area 4 days ago

Boksburg, Gauteng, South Africa 1 day ago

Sandton, Gauteng, South Africa 3 weeks ago

Alberton, Gauteng, South Africa 3 months ago

Johannesburg, Gauteng, South Africa 1 week ago

Johannesburg Metropolitan Area 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Our client is a leading Australian non-bank lender, servicing brokers and borrowers who value responsive turnarounds, a flexible approach and funding certainty. Since 2012, we’ve funded property-backed transactions across Australia for property professionals, small to medium size businesses and SMSFs (Self-Managed Super Funds).

With offices in Sydney, Melbourne, and Brisbane and a sales team across the country, we strive to deliver fast, reliable alternative lending solutions for brokers and borrowers. Backed by a strong balance sheet, a robust model and an expert team, our client has built a reputation that gets results.

About the role :

Reporting to the Head of Sales - Commercial Lending (TBC), this role is responsible for providing phone-based outreach to brokers to pitch our client’s lending products, provide a basic overview of the value offering, understand the broker’s business, pitch our client’s lending products and solicit new loan inquiries.

The objective of the role is to activate and engage with broker prospects that are somewhat known to the client but that we do not contact frequently enough or get business from.

Success in the role will be reflected in deals written from brokers that the tele sales person contacts.

Key Activities :

• Consistent outbound calls to brokers to market our client’s products and build a Qualified Account pool

• Ensure accurate data is maintained in our client’s customer relationship management software (Salesforce)

• Provide scenarios and qualified contact introductions to the client’s team

• Deliver exceptional customer service by ensuring appropriate information, appetite confirmation and reliable action items following conversations with brokers

• Answer queries from Brokers at a high level

• Ensure accurate data management in Salesforce and that all daily follow up items are actioned in a timely manner

• Able to work 9am-5pm Australian time (12am-8am South African time)

• A customer-centric and solutions focused mindset and the willingness to make a high volume of phone calls is fundamental to success in the role

• An enthusiastic and professional phone manner

• Excellent organisational and communication skills

• Ability to understand the functioning of a CRM database and how to accurately manage data

• Confidence to deal with external stakeholders

• Ability to work autonomously and to contribute and work as part of a team

• Self-motivated with a desire to continually exceed expectations

• Experience in the banking, non-bank and finance industries is helpful though not essential

• Working knowledge of the banking industry, Australian housing market, and regulatory environment is helpful though not essential

Location: Cape Town (Tygervalley)

Salary: R10 000 to R15 000 per month commensurate with qualification and experience + excellent commission potential and benefits

1. Ambitious, entrepreneurially minded and customer centric salesperson
2. Willing to work retail hours
3. Minimum of 3 years sales experience, dealing with customers and luxury goods
4. Stable work record with good, contactable references

Qualifications / Requirements:

1. Minimum of Matric
2. Ambitious, entrepreneurially minded and customer centric salesperson
3. Willing to work retail hours
4. Minimum of 3 years sales experience, dealing with customers and luxury goods
5. Stable work record with good, contactable references

R10 000 to R15 000 per month commensurate with qualification and experience + excellent commission potential and benefits