- To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Follow laid down processes in opening of accounts by using checklist and account opening matrix.
- Complete weekly compliance training and assessment online to keep up to date on changes.
- Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
- Action daily control reports and attach correct documentation.
- Identify new clients and their needs through needs analysis and provide a suitable solution.
- Cross sell to existing clients by establishing need through financial fitness discussions.
- Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
- Ensure that every deal done is priced in line with Business Unit objective and strategy.
- Generate revenue through charging for ad hoc services provided to clients.
- Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
- Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
- Participate in end of day discussion and apply recommendations from manager to optimise sales results.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
- Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
- Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
- Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
- Adhere to the ask once promise to clients according to Nedbank strategy.
- Build relationships with clients through regular contact and having an individual interest in them.
- Network with internal stakeholders to collaborate in order to provide complete solution to clients.
- Obtain regular feedback from clients by requesting completion of feedback forms.
- Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
- Adhere to clean desk policy to minimise risk of exposing client confidentiality.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
- 1- 3 years as a Sales Consultant in the Short-Term Insurance Industry (Selling Car & Home Insurance).
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Short-term Insurance FAIS qualification (150 credits),
- Regulatory Examinations 5.
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Nedbank policies and procedures
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Nedbank culture
- Cluster Specific Operational Knowledge
- Banking knowledge
- Continuous Learning
- Energy
- Advancing Sales Discussions
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sustaining Customer Satisfaction
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Nedbank Johannesburg, South Africa**Requisition Details & Talent Acquisition Contact** · - REQ: Talent Acquisition Consultant: Lerato Sithole- Location: Gauteng- Cluster: Nedbank Wealth- Closing Date: 1 May 2024**Job Family** · - Sales And Services · - Career Stream- Sales · **Leadership Pipeline** · - Manage Sel ...
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Short-term Insurance: Telebroker
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Nedbank Johannesburg, South Africa**Job Classification** · **Requisition: 126959** · **Location: Sandton | Johannesburg** · **Nedbank Insurance | Distribution | Broker Channel** · - Job Family- Sales And Services · - Career Stream- Sales | Short-Term Insurance- Leadership Pipeline- Manage Self: Technical · - FAIS ...
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Nedbank Johannesburg, South Africa**Job Classification** · **Requisition: 126800** · **Location: Sandton | Johannesburg** · **Nedbank Insurance | Distribution | Broker Channel** · - Job Family- Sales And Services · - Career Stream- Sales | Short-Term Insurance- Leadership Pipeline- Manage Self: Technical · - FAIS ...
Telebroker 1 1 - Johannesburg, South Africa - Nedbank
Description
Requisition Details & Talent Acquisition Contact
REQ: 133487
Talent Acquisition Consultant: Lerato Sithole
Location: KZN
Cluster: Nedbank Wealth
Closing Date: 1 June 2024
Job Family
Sales And ServicesCareer Stream
SalesLeadership Pipeline
Manage Self: TechnicalFAIS Affected
FAIS Affected - YesJob Purpose
Job Responsibilities
Minimum Experience Level
Essential Qualifications - NQF Level
Essential Qualifications
Technical / Professional Knowledge
Behavioural Competencies
Disclaimer
Preference will be given to candidates from the underrepresented groups
Please contact the Nedbank Recruiting Team at