Commercial Sales Agent-1

Old Mutual Insure Limited; Pietermaritzburg; On-site; ZAR 320,000 - 460,000; Full time

Job summary

Old Mutual Insure Limited is seeking a specialist to execute account development strategies and sales plans within a mid-sized business unit. The role emphasizes data collection, analysis, client advisory, and effective two-way communication with stakeholders.

Responsibilities include research, policy interpretation, document preparation, reporting, and maintaining regulatory compliance while driving customer-focused value and personal capability growth in a dynamic financial services

Qualifications

• NQF Level 5 or higher qualification or equivalent.
• Experience in data collection, analysis and reporting is beneficial.
• Knowledge of financial services and compliance is advantageous.

Responsibilities

• Data Collection and Analysis: Conduct research using primary data sources for analysis of key themes and trends.
• Information and Business Advice: Provide specialist advice on interpretation and application of policies and procedures.
• Document Preparation: Edit documents in line with organizational style guidelines and prepare information for publication.
• Insights and Reporting: Prepare and coordinate the completion of data and analytics reports.
• Customer Relationship Management / Account Management: Develop relationship plans for existing accounts and engage decision-makers.
• Financial Advice: Handle the financial advice process within a specific client segment.
• Sales: Sell simple products and services directly to customers and support sales teams.
• Operational Compliance: Maintain knowledge of policies and codes of conduct and ensure compliance.
• Personal Capability Building: Develop capabilities through training and maintain external accreditation.

Skills

Data Analysis

Client Management

Numerical Aptitude

Oral Communications

Professional Presentation

Report Review

Management Reporting

Data Interpretation

Data Compilation

Evaluating Information

Sales Software

Education

NQF Level 5 or equivalent

Job description

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

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.