Insurance Sales Consultant / Broker

Insurance Sales Consultant / Broker
Job Requisition - 143947
Closing Date - 05 February 2026
Location - Sandton, Johannesburg
Cluster - Nedbank Wealth - Nedbank Insurance

Please Note: Preference will be given to candidates from Underrepresented Groups.

Job Family: Nedbank Insurance
Career Stream: Insurance Sales
Leadership Pipeline: Manage Self: Technical
FAIS Affected: Yes

Job Purpose
To acquire new clients and broaden the existing customer base for Nedbank, thereby enhancing the Nedbank brand and maximizing revenue in alignment with business goals.

Job Responsibilities

• Foster a culture that supports the attainment of transformation objectives by engaging in Nedbank culture-building activities (e.g., staff surveys, etc.).
• Participate in and endorse corporate social responsibility initiatives to achieve key business strategies.
• Identify and propose enhancements for processes, systems, and policies while supporting the implementation of new procedures and frameworks.
• Adhere to established protocols for account openings by utilizing the checklist and account opening matrix.
• Complete online compliance training and assessments weekly to remain informed on updates.
• Keep the relevant compliance Letter of Authority current and inform clients during each interaction.
• Process daily control reports and attach the appropriate documentation.
• Identify potential clients and assess their needs through a comprehensive needs analysis, offering suitable solutions.
• Cross-sell to current clients by uncovering needs through financial wellness discussions.
• Acquire referrals from existing clients and leads from other Business Units through regional collaboration.
• Ensure all transactions are priced in accordance with Business Unit objectives and strategy.
• Generate revenue by charging for additional services offered to clients.
• Monitor and manage sales performance on a daily, weekly, and monthly basis to achieve monthly targets.
• Increase market share by converting secondary clients into primary clients and ensuring accounts are solidified.
• Engage in end-of-day discussions and implement recommendations from management to optimize sales outcomes.
• Stay informed about legislation and industry changes affecting the role by reviewing relevant newsletters, websites, and participating in sessions.
• Comprehend and embody the Nedbank vision, demonstrating values through interactions with team members and stakeholders.
• Enhance personal capabilities and remain updated on developments in the field by identifying training opportunities and career advancement through manager feedback.
• Ensure personal growth and effectiveness in fulfilling roles and responsibilities by completing all learning activities, practicing gained experience, and obtaining and/or maintaining certifications within designated timeframes.
• Provide accurate information to stakeholders by maintaining knowledge sharing within the team. Uphold world-class service standards by actively listening to clients, addressing their needs, keeping them informed, and ensuring their requests are fulfilled.
• Resolve client complaints and inquiries promptly using the relevant complaints management system.
• Adhere to the "ask once" commitment to clients in line with Nedbank strategy.
• Build client relationships through consistent contact and demonstrating genuine interest in their needs.
• Network with internal stakeholders to collaborate and offer comprehensive solutions to clients.
• Solicit regular feedback from clients by encouraging completion of feedback forms.
• Mitigate risk for Nedbank by identifying and verifying clients either manually or utilizing relevant technologies.
• Comply with the clean desk policy to minimize the risk of exposing client confidentiality.
• Report suspicious transactions to the appropriate department to reduce fraudulent activities.

Minimum Experience Level
1 - 2 years of insurance sales experience within the financial industry.

Essential Qualifications - NQF Level

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

Essential Certifications

• FAIS Recognized qualification: NQF Level 5
• Regulatory Exams: 5 Class of business for the long-term category

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

Please contact the Nedbank Recruiting Team at +27 860 555 566.