Commercial Sales Agent Tied-23

Old Mutual Insure Limited; Pretoria; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Old Mutual Insure Limited in Pretoria seeks a specialist to drive account development strategies and sales plans, delivering mid-sized targets. You will collect data, analyze trends, provide policy guidance, and prepare reports to support decision making.

You will build relationships with existing clients, identify key decision-makers, handle customer queries, and ensure regulatory compliance. Strong analytical and communication skills are essential.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.
• Experience in data analysis and sales support.
• Ability to interpret policies and guidelines and resolve queries.

Responsibilities

• Data collection and analysis to support themes and trends.
• Provide specialist advice on policies and procedures and resolve queries.
• Develop and implement account management plans for existing customers.
• Prepare data and analytics reports for leadership and decision making.
• Sell simple products and services following standard protocols.
• Maintain compliance with regulatory codes and internal policies.
• Build and maintain personal capabilities through ongoing learning.

Skills

Data Analysis

Client Management

Sales Software

Data Collection

Information Provision

Reporting

Oral Communications

Professional Presentation

Relationship Building

Problem Solving

Financial Advisory

Compliance Understanding

Operational Planning

Education

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

Tools

CRM systems

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

Qualifications

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

Closing Date 07 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.