We are seeking a dynamic and results-driven Broker Regional Sales Manager to lead broker and SMA (Short-term Broker Relationship Consultant) sales strategy across the Western Cape, KwaZulu-Natal & Eastern Cape. This role requires strong leadership, relationship management, and a proven track record in short-term insurance.

Role Purpose:

• Execute broker and SMA sales and management strategy across coastal regions

• Grow and maintain strong business relationships with brokers and SMA teams

• Educate brokers and SMA’s on products to reduce compliance risks and enhance service standards

• Introduce new insurance products and drive adoption

• Motivate and inspire the Broker Sales and SMA Service Team

• Ensure compliance with legislative and process requirements

Responsibilities:

• Build and maintain broker relationships through regular visits and consultations

• Provide product and process training to brokers and SMA’s

• Manage staff resourcing, development, and performance

• Support SMA’s with lead generation, onboarding, and compliance

• Monitor broker activities, commissions, and market trends

• Drive productivity, retention, and renewal growth

• Collaborate with underwriting and claims teams to reduce errors and improve service delivery

• Prepare reports and feedback for senior management

Experience & Qualifications:

• Matric/Grade 12

• FAIS Regulatory Exams (RE1 & RE5)

• NQF Level 5 qualification in Commercial and Personal Insurance (or relevant field)

• Minimum 5 years’ experience in short-term insurance or financial services

• Minimum 5 years’ experience working with brokers

• Strong knowledge of quotations, servicing, claims, compliance, and legislation

• Proficiency in PowerPoint and other presentation tools

• Ability to present professionally to executives and corporate accounts

Employment Details:

• Position Type: Permanent

• Location: Durban OR Cape Town

•  Date: ASAP

• Salary: Market related (negotiable based on experience)

If you’re a strategic leader with strong broker relationship management skills and a passion for driving growth, this is your opportunity to make an impact in the coastal regions.

We are seeking a dynamic and results-driven Broker Regional Sales Manager to lead broker and SMA (Short-term Broker Relationship Consultant) sales strategy across the Western Cape, KwaZulu-Natal & Eastern Cape. This role requires strong leadership, relationship management, and a proven track record in short-term insurance.

Role Purpose:

• Execute broker and SMA sales and management strategy across coastal regions

• Grow and maintain strong business relationships with brokers and SMA teams

• Educate brokers and SMA’s on products to reduce compliance risks and enhance service standards

• Introduce new insurance products and drive adoption

• Motivate and inspire the Broker Sales and SMA Service Team

• Ensure compliance with legislative and process requirements

Responsibilities:

• Build and maintain broker relationships through regular visits and consultations

• Provide product and process training to brokers and SMA’s

• Manage staff resourcing, development, and performance

• Support SMA’s with lead generation, onboarding, and compliance

• Monitor broker activities, commissions, and market trends

• Drive productivity, retention, and renewal growth

• Collaborate with underwriting and claims teams to reduce errors and improve service delivery

• Prepare reports and feedback for senior management

Experience & Qualifications:

• Matric/Grade 12

• FAIS Regulatory Exams (RE1 & RE5)

• NQF Level 5 qualification in Commercial and Personal Insurance (or relevant field)

• Minimum 5 years’ experience in short-term insurance or financial services

• Minimum 5 years’ experience working with brokers

• Strong knowledge of quotations, servicing, claims, compliance, and legislation

• Proficiency in PowerPoint and other presentation tools

• Ability to present professionally to executives and corporate accounts

Employment Details:

• Position Type: Permanent

• Location: Durban OR Cape Town

•  Date: ASAP

• Salary: Market related (negotiable based on experience)

If you’re a strategic leader with strong broker relationship management skills and a passion for driving growth, this is your opportunity to make an impact in the coastal regions.

• Proven B2B/B2C sales track record
• UK-Process or UK-Client experience 
• Self-sourced prospecting mindset
• Comfortable with a commission-weighted structure
• Strong CRM & powerpoint skills
• Excellent communication & presentation 

• Proven B2B/B2C sales track record
• UK-Process or UK-Client experience 
• Self-sourced prospecting mindset
• Comfortable with a commission-weighted structure
• Strong CRM & powerpoint skills
• Excellent communication & presentation 

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications:

• Matric/Grade 12 - ESSENTIAL
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
• FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
• Minimum of 2-3 years experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
• All required regulatory exams and accreditation – BENEFICIAL
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license - ESSENTIAL

Offer

• Training Provided
• Basic Salary: R15,000/ month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances up to R5000 / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover)

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications:

• Matric/Grade 12 - ESSENTIAL
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
• FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
• Minimum of 2-3 years'''''''''''''''''''''''''''''''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
• All required regulatory exams and accreditation – BENEFICIAL
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license - ESSENTIAL

Offer

• Training Provided
• Basic Salary: R15,000 – R20,000 / month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances up to R5000 / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover)

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications:

• Matric/Grade 12 - ESSENTIAL
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
• FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
• Minimum of 2-3 years'''''''''''''''''''''''''''''''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
• All required regulatory exams and accreditation – BENEFICIAL
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license - ESSENTIAL

Offer

• Training Provided
• Basic Salary: R15,000 – R20,000 / month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances up to R5000 / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover)

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications:

• Matric/Grade 12 - ESSENTIAL
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
• FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
• Minimum of 2-3 years'''''''''''''''''''''''''''''''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
• All required regulatory exams and accreditation – BENEFICIAL
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license - ESSENTIAL

Offer

• Training Provided
• Basic Salary: R15,000 – R20,000 / month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances up to R5000 / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover)

Role Purpose

Short-Term Insurance Advisers are committed, driven, result-oriented advisers who can work on their own as well

as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by

the company.

Responsibilities and work outputs

• Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline.
• Minimum requirement of 4 written policies per month.
• Maintain and update your Lead Generation Matrix on a weekly basis.
• A SIA is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility.
• Perform in line with business expectations on agreed key performance areas.
• Keep up to date and fully informed on product comparisons with opposition products.
• Be proficient in the short term Insure products and stay abreast of all the product changes and enhancements.
• Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics.
• Maintain and develop appropriate skills and knowledge to provide specialist, professional advice in all relevant business areas.
• Maintain the required dress code and professional appearance.
• Meet the Fit and proper requirements as prescribed by the FAIS codes of conduct.

Competencies required:

• Prospecting and sales pipeline management
• Strong relationship and networking skills
• Strong understanding and experience of the short-term Insurance industry in South Africa
• Strong verbal and written communication skills
• Trustworthy and honest
• Advice led sales
• Attention to detail
• Competitive
• Client focused /client centric
• Entrepreneurial
• Inquisitive nature
• Results driven
• Cold calling skills/ Outbound skill set
• Change fit
• Resilient
• Retail Sales Skills
• Risk awareness
• Negotiating skills
• Self-development

Experience and Qualifications:

• Matric/Grade 12 - ESSENTIAL
• FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010, a fully recognized qualification as per the FSCA qualification list – BENEFICIAL
• FAIS Regulatory examination for Representatives (RE5) – BENEFICIAL
• 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines – BENEFICIAL
• Minimum of 2-3 years'''''''''''''''' experience in selling short term insurance (commercial and personal lines) either as a broker agent or tied agent – BENEFICIAL
• All required regulatory exams and accreditation – BENEFICIAL
• Computer skills including but not limited to Calendar management, Excel, Power Point and MS word
• Social media presence and an ability to use social media as a networking tool
• Candidate must have their own transport (reliable vehicle) and driver’s license - ESSENTIAL

Offer

• Training Provided
• Basic Salary: R15,000 – R20,000 / month
• Retainer Allowances up to R60,000/ annum
• Uncapped Commission
• Traveling Allowances up to R5000 / Month
• Cellphone Allwoances / Month
• Technology Provisions (Laptop and Cellphone)
• Performance incentives and Bonuses / month
• Benefits (Medical Aid / Pension Fund & Death and disability cover)

Role Overview – Home Loan Specialist

• This is an external sales role within a fast-paced, target-driven environment. The consultant will be responsible for managing their own pipeline, generating leads, and converting deals.
• Support includes full onboarding, product training, and access to marketing tools.
• Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the movement of existing home loans from other financial institutions to or offer tailor-made home finance packages accompanied by exceptional service.

Source Potential Leads:

• Utilize proactive and reactive prospecting methods.
• Develop a robust network through partnerships and relationship building.
• Execute referral campaigns, outdoor/Mall/Community marketing, social media, corporate presentations, wellness days.

Identify needs:

• Employ open-ended questioning to understand clients'' financial and emotional needs.
• Pre-qualify clients by assessing their background and linking it to credit health reports and affordability.
• Identify financial challenges and offer solutions.
• Ensure proper records of leads and follow ups.

Match Product Offerings to Needs:

• Utilize extensive product knowledge to present tailored solutions.
• Explain application procedures and apply appropriate credit criteria.
• Provide upfront explanations of situations that need clarity and ensure supporting documents.

Explain Final Approval and Successful Closing:

• Clarify all terms and conditions of the final offer to client.
• Summarize benefits of the product package and all relevant conditions.

Maintain customer contact and Follow-up:

• Keep clients updated throughout the process.
• Provide clear explanations to client inquiries.
• Maintain contact after client has accepted our offer and request referrals.

Applications capture and file construction:

• Complete and capture applications accurately, based on what the client requires and qualifies for.
• Compile supporting documents and ensure the file is completed and ready to process.

Ideal Candidate Profile:

• 2–3 years of external sales experience (real estate, finance, insurance, etc.)
• Self-motivated, confident, and proactive
• Own reliable vehicle & valid driver’s license
• Clear credit record (no debt review or adverse listings)
• Experience in proactively prospecting in a pressurized sale environment.
  • Strong administrative skills
  • Marketing
  • Experience in sales within a self-sourcing environment, adept at proactively generating leads.

Salary Package & Commission:

Basic Salary: R15,000 (Non-negotiable) Settling-In Allowance:

R10,000 (Months 1–3)

R6,000 (Month 4)

R5,000 (Month 5)

R3,000 (Month 6)

Commission: 0.3% on deals closed (R2.5M monthly target)

Full details on commission structure and expectations will be covered in the interview.

Email your cv to R