Telebroker – Nedbank Vacancies

Telebroker – Nedbank Vacancies



Location:  Johannesburg, Gauteng


Nedbank Insurance-Distribution


Functional Area: Broker Channel


Job Purpose

To attain new and expand the existing client base for Nedbank to grow the Nedbank brand and optimize revenue according to business objectives.

Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • FAIS qualification Short-term Insurance (150 credits), Regulatory Examinations 5.

Minimum Experience Level

  • 1 – 3 years as a Sales Consultant in the Short-Term Insurance Industry selling Car and Home Insurance

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Technical / Professional Knowledge

  • 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

Behavioural Competencies

  • Continuous Learning
  • Energy
  • Advancing Sales Discussions
  • High-Impact Communication
  • Managing Work
  • Sales Disposition
  • Sustaining Customer Satisfaction

Job Responsibilities

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 the implementation of new processes; policies and systems. Follow laid down processes in the opening of accounts by using a checklist and account opening matrix. Complete weekly compliance training and assessment online to keep up to date on changes.

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Keep relevant compliance Letters 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 needs 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 the 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 to achieve monthly targets. Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.

Participate in end-of-day discussions and apply recommendations from the manager to optimise sales results. Keep abreast of legislation and other industry changes that impact the role by reading the relevant newsletters; websites and attending sessions. Understand and embrace the Nedbank vision and demonstrate the values through interaction with the team and stakeholders. Improve personal capability and stay abreast of developments in the 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 the performance of roles and responsibilities by ensuring all learning activities are completed; experience practised and certifications obtained and/or maintained within specified time frames.

Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with the 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 the relevant complaints system. Adhere to the ask-once promise to clients according to Nedbank’s strategy. Build relationships with clients through regular contact and having an individual interest in them.

Network with internal stakeholders to collaborate to provide the complete solution to clients. Obtain regular feedback from clients by requesting the completion of feedback forms. Mitigate risk to Nedbank by identifying and verifying clients manually or using relevant technology. Adhere to a clean desk policy to minimise the risk of exposing client confidentiality. Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.


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