Life sales consultant

Old Mutual; Johannesburg; On-site; ZAR 50 000 - 70 000; Full time

Job summary

A financial services firm in Johannesburg seeks a specialist to execute account development strategies and achieve sales targets. Responsibilities include data analysis, customer relationship management, and financial advice. Candidates should have NQF Level 2 and 3 qualifications, with strong skills in data and sales software. The role is a stepping stone to a dynamic career in financial services.

Qualifications

• Experience in data collection and analysis.
• Proficient in sales support services.
• Ability to provide financial planning and advice.

Responsibilities

• Analyze data using preset tools and methods.
• Prepare documents for reports.
• Maintain customer relationships and resolve queries.

Skills

Data Analysis

Sales Software

Customer Relationship Management

Computer Literacy

Numerical Aptitude

Education

NQF Level 3

NQF Level 2

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.

Overview

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: Collate and analyze data using preset tools, methods, and formats. Involves working independently.
• Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
• Document Preparation: Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
• Insights and Reporting: Extract and combine data to generate standard reports.
• Customer Relationship Management / Account Management: Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
• Financial Advice: Conduct comprehensive financial planning and advice services for more complex client situations.
• Sales: Deliver mostly routine sales support services.
• Operational Compliance: Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
• Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Accounting, Action Planning, 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

Communicates Effectively Customer Focus Decision Quality Ensures Accountability Manages Complexity Optimizes Work Processes Plans and Aligns Tech Savvy

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

02 November 2025 , 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!