Telebroker - Nedbank

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.

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.
• 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 optimize 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 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 practiced 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 a 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 minimize the risk of exposing client confidentiality.
• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

People Specification

Essential Qualifications - NQF Level

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

Essential Qualification

• FAIS qualification (150 credits), Regulatory Examinations 5.
• Essential Certifications
• Preferred Certifications

Minimum Experience Level

2 - 3 years as a Sales Consultant in the Short-Term Insurance Industry.

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

Behavioral Competencies

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