Personal Lines Sales Consultant

Old Mutual; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company seeks to enhance its sales force by hiring a Customer Service Agent. In this role, you will manage customer queries, guide them through products, and ensure high-quality service while achieving defined sales targets. This position requires strong communication skills and a relevant insurance qualification.

Qualifications

• 2 – 3 years’ experience in a customer service environment or call center within financial services.
• Regulatory Examination (RE) - Advantageous
• Strong customer orientation and positive attitude.

Responsibilities

• Manage the end-to-end customer experience for new business.
• Telephonically guide customers and handle complex enquiries.
• Maintain QA standards and resolve issues to enhance service delivery.

Skills

Consultative Selling

Customer Service

Customer Relationship Management (CRM) Software

Attention to detail and accuracy

Strong selling and negotiation skills

Education

NQF Level 4 Short Term Insurance

Relevant Tertiary – or Insurance Qualification

Grade 12

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

Purpose: The role focuses on achieving defined sales targets and managing the end-to-end customer experience for new business by providing first line support to resolve queries, service and attract new business policies by co-ordinating activities within Service Level Agreements (SLAs).

Responsibilities:

• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Take ownership of queries and ensure they are resolved timeously and effectively.
• Handle urgent and complex enquiries and requests received telephonically and via email.
• Escalate unresolved matters and keep the customer informed of any delays in resolving an issue.
• Maintain the outlined QA average on all calls.
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to brokers within mandated timeframes.
• Follow up on pending and unconverted business.
• Demonstrate excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

Qualification & Experience:

• Grade 12
• Regulatory Examination (RE) - Advantageous
• Minimum NQF Level 4 Short Term Insurance (Required)
• Relevant Tertiary – or Insurance Qualification.
• 2 – 3 years’ experience in customer service environment / callcentre Experience within the financial services industry.

Skills and Attributes:

• Strong selling and negotiation skills.
• Telephone etiquette
• Excellent verbal and written communication skills.
• Attention to detail and accuracy.
• Customer-oriented
• Customer-focused with a positive attitude.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills

Competencies:

• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
• Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals
• Customer Interaction
• Analytical Thinking

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action Oriented Communicates Effectively Customer Focus Decision Quality Ensures Accountability Interpersonal Savvy Manages Ambiguity Manages Complexity

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

13 July 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!