Commercial Sales Agent-1

Old Mutual Limited; Pietermaritzburg; Vor Ort; ZAR 200.000 - 320.000; Vollzeit

Zusammenfassung

Old Mutual Limited in Pietermaritzburg is seeking a data-driven professional to execute account development strategies and sales plans aimed at achieving medium-sized targets.

You will conduct analytics, provide specialist advice, and prepare publications while building strong relationships with decision-makers within client organizations. The role emphasizes compliance, professional development, and customer-focused service.

Qualifikationen

• Experience in data analytics and business reporting.
• Ability to interpret policies and provide specialist information.
• Proven capability to prepare and present insights to stakeholders.

Aufgaben

• Data Collection and Analysis: research using primary sources for key themes.
• Information and Business Advice: interpret policies and resolve queries.
• Document Preparation: edit documents per guidelines for publication.
• Insights and Reporting: prepare analytics reports and dashboards.
• Customer Relationship Management / Account Management: manage existing accounts and stakeholder relationships.
• Financial Advice: align advice with client goals and values.
• Sales: sell simple products and provide back-office support as needed.
• Operational Compliance: ensure adherence to policies and codes of conduct.
• Personal Capability Building: participate in development activities and maintain knowledge.

Kenntnisse

Action Planning

Client Management

Data Analysis

Database Reporting

Data Compilation

Numerical Aptitude

Oral Communications

Professional Presentation

Sales Software

Statistical Analysis Techniques

Ausbildung

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Jobbeschreibung

Let’s Write Africa’s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

Data Collection and Analysis

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Document Preparation

Edit document in line with organizational style guidelines and prepare information for publication.

Insights and Reporting

Prepare and coordinate the completion of various data and analytics reports.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Financial Advice

Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.

Sales

Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

Operational Compliance

Maintain and renew a deep knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization’s policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Plans and Aligns

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!