Commercial Sales Agent Tied-23-1

Old Mutual Insure Limited; Pretoria; Presencial; ZAR 320 000 - 420 000; Tempo integral

Resumo da oferta

Old Mutual Insure Limited in South Africa is seeking a results-oriented professional to support data collection, analysis and financial advice within a busy insurance team. You will engage in customer relationship management, sales of non-life products, and ensure compliance with FAIS and internal policies.

The role requires Grade 12, two years non-life insurance and direct sales experience, plus a valid driver's licence.

Qualificações

• Grade 12 / NSC is required.
• FAIS compliance in Non-life Commercial product category.
• Minimum 2 years experience in non-life insurance.
• Minimum 2 years experience in Direct sales.
• Valid Driver's Licence with own transport.

Responsabilidades

• Data collection and analysis to identify key themes and trends.
• Provide specialist advice on policies, resolving queries and issues.
• Edit documents and prepare information for publication.
• Prepare and coordinate the completion of various data and analytics reports.
• Manage relationships with existing customer accounts to identify decision-makers.
• Sell simple products and services while following standard protocols.
• Maintain knowledge of policies and procedures and regulatory codes.
• Develop own capabilities through training and professional accreditation.

Conhecimentos

Data Analysis

Client Management

Computer Literacy

Database Reporting

Data Compilation

Data Interpretations

Oral Communications

Statistical Analysis Techniques

Formação académica

Grade 12 / NSC

FAIS Compliance (Non-life Commercial)

Descrição da oferta de emprego

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.

Experience, Knowledge & Skills Required

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years experience' in non-life insurance.
• Minimum of 2 years' experience in Direct sales
• Valid Driver's Licence with own reliable transport.

Experience, Knowledge & Skills Required

• Grade 12 or National Senior Certificate.
• FAIS Compliant in Non-life Commercial product category.
• Minimum of 2 years experience' in non-life insurance.
• Minimum of 2 years' experience in Direct sales
• Valid Driver's Licence with own reliable transport.

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 14 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.