Commercial Sales Agent Tied-23

oldmutual; Pretoria; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual South Africa in Pretoria is seeking a results-driven professional to blend data analytics with account development. You will conduct data research, advise on policy applications, and prepare information for publication while supporting sales and client management across existing accounts.

The role requires strong analytical, reporting, and communication skills, plus the ability to handle financial advice and regulatory compliance.

Qualifications

• Data Collection and Analysis: Conduct research using primary data sources and select information needed for analysis.
• Information and Business Advice: Provide specialist advice on interpretation and application of policies and procedures, resolving queries and issues.
• Document Preparation: Edit documents per guidelines and prepare information for publication.
• Insights and Reporting: Prepare and coordinate completion of various data and analytics reports.

Responsibilities

• Data Collection and Analysis: Conduct research using primary data sources and select information needed for analysis of key themes and trends.
• Information and Business Advice: Provide specialist advice on interpretation and application of policies and procedures, resolving queries and issues and referring complex issues.
• 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 and build relationships with decision-makers.
• Financial Advice: Handle the financial advice process within a specific client segment, ensuring alignment with goals.
• Sales: Sell simple products and services directly to customers and support sales teams.
• Operational Compliance: Maintain knowledge of policies and regulatory codes and ensure compliance.
• Personal Capability Building: Develop capabilities through training and coaching and maintain external accreditation where relevant.

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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate 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 NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityPlans and Align

Education

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!