About this role
Job Classification Job Requisition: 147544 TA Specialist: Refilwe Falatsi Closing Date: 18 September 2026 Location: 135 Rivonia Campus, Sandown Cluster: Personal and Private Banking | Nedbank Insurance | Distribution | Broker Channel Employment Equity: Preference will be given to applicants from Underrepresented Groups FAIS Affected FAIS Affected - Yes Job Purpose The Sales Manager in a broker channel is responsible for driving revenue growth through tactical sales execution, leading high-performing teams, managing relationships, and ensuring compliant, client-centric delivery —while balancing commercial outcomes with governance and operational excellence. Job Responsibilities Sales Strategy & Commercial Delivery • Execute the sales strategy aligned to broker channel growth objectives • Set sales targets (volume, revenue, margin, product mix) for the team • Drive new business acquisition and retention strategies with each of the Risk Advisors to ensure delivery against the targets • Assist to unlock new market opportunities, partnerships, and broker relationships with the Risk Advisors • Monitor competitor activity and adjust team strategy accordingly • Ensure alignment with commercialisation priorities (campaigns, product launches, cross-sell initiatives) Team Leadership & Performance Management • Lead, motivate, and manage a team of Risk Advisors • Set clear KPIs and performance expectations for each individual Risk Advisor aligned to Nedbank Insurance Broker Channel deliverance • Conduct monthly performance reviews, coaching sessions, and pipeline reviews • Address underperformance through performance improvement plans • Build a high-performance sales culture focused on accountability and results • Oversee recruitment, onboarding, and skills development Sales Operations & Pipeline Management • Manage for the team and each Risk Advisor the end-to-end sales pipeline: Lead generation | Prospecting | Quotation | Closing and Post-Sale follow up • Ensure effective use of dashboards for tracking and reporting • Monitor conversion rates, productivity metrics, and turnaround times • Drive adherence to standardized sales processes and disciplines • Drive cross sell / upsell in client portfolio to avoid single policy holdings (example: Guarantee’s) Broker & Stakeholder Relationship Management • Build and maintain strong relationships with: Internal stakeholders (Technical, Broker Support, Claims, Compliance, Stakeholder Management KAM) and External insurance providers, Banking partners • Act as escalation point for key client or broker issues • Support brokers in deal structuring and complex solutions • Drive broker engagement, loyalty, and retention Client Experience & Retention • Ensure delivery of a seamless and positive client experience • Monitor client satisfaction, complaints, and retention metrics • Identify trends in cancellations, declines, and lost business • Implement initiatives to improve: Client onboarding | Service turnaround | Product fit and value proposition Job Responsibilities Continue Compliance, Governance & Risk Management • Ensure adherence to: FAIS regulations and advice standards (ROA compliance) and Internal governance policies and audit requirements • Monitor and manage compliance risks within the sales process • Ensure team maintains valid accreditation and licensing • Support audits and implement remediation actions where required Financial & Budget Management • Manage expense control • Track revenue performance vs target for region and at Risk Advisor level Reporting & Insights • Produce and present regular sales performance reports (weekly/monthly) • Provide insights on: Sales trends | Pipeline health | Conversion rates | Market dynamics • Present updates to Manco / Divco / leadership forums • Use data to inform tactical and operational decisions Product & Solution Enablement • Ensure team is fully enabled on: Product features and rules | Underwriting criteria • Support product development feedback loops based on market insights • Drive uptake of new products and enhancements • Ensure alignment between sales and product capability Coaching, Capability & Culture Development • Develop sales capability frameworks and training plans for bottom performers • Coach team on: Sales techniques | Negotiation skills | Client engagement • Foster a culture aligned to: Customer-centricity | Compliance discipline | High performance and collaboration People Specification Essential Qualification - NQF Level Matric / Grade 12 / National Senior Certificate RE 5 and RE 1 Class of Business: Personal and Commercial Lines Up to date CPD Bachelors of Degree (preference) Essential Certifications FAIS Regulatory Examination 1 qualification FAIS representative and preferably a Key Individual Minimum Experience Level Minimum 4 - 5 years experience of managing a sales team within the Broker Channel. Strong people management experiene (a minimum of 15 people) Strong Commercial Lines Product experience (Non-negotiable)\ Intermediary experience Key KPI's linked to the role: • New Business Production (NBV / GWP) • Conversion Rates • Pipeline Coverage Ratio • Retention / Persistency Rates • Average Premium / Case Size • Cost-to-Acquire • Compliance Scores (ROA, audit findings) • Advisor Productivity (per head metrics) Behavioural Competencies Becoming a Business Advisor Building the Sales Team Building Trusting Relationships Coaching the Sales Team Driving for Results High-Impact Communication Making Sales Operations Decisions Motivating the Sales Team --------------------------------------------------------------------------------------- Please contact the Nedbank Recruiting Team at +27 860 555 566