Relationship Manager

Old Mutual; Gqeberha; On-site; ZAR 350,000 - 500,000; Full time

Job summary

A leading financial services organization in Africa is seeking a Senior Sales Consultant for their Port Elizabeth offices. The role demands significant expertise in sales and underwriting, requiring applicants to have substantial experience in team leadership and customer management. The successful candidate will drive sales targets and deliver client-insight reports while ensuring compliance with operational standards.

Qualifications

• Grade 12 with Insurance Level IV qualification required.
• 5-8 years' experience in Underwriting and leading a team.
• 3-5 years' experience in insurance sales.

Responsibilities

• Provide specialist knowledge and execute account development strategies.
• Develop relationship management plans and ensure customer needs are met.
• Monitor performance for compliance with policies and regulations.

Skills

Action Planning

Client Management

Data Analysis

Sales Software

Oral Communications

Education

NQF Level 7 - Degree, Advanced Diploma or Postgraduate Certificate

Insurance Level IV qualification

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

We are Hiring!

Are you passionate about Sales?

Old Mutual Insure is looking for a Senior Sales Consultant. The role will be based at our Port Elizabeth offices and will report to the Senior Relationship Manager.

Requirements:

• Grade 12 with Insurance Level IV qualification.
• Relevant tertiary qualification would be advantageous.
• 5 – 8 years' experience in Underwriting and leading a team of Portfolio Managers.
• 3 – 5 years' experience in insurance sales.

Provides specialist knowledge and executes account development strategies and sales business plans to achieve large-sized sales targets.

Responsibilities

Data Collection and Analysis

Use data from a wide range of sources to analyze key themes and identify impacts on the business.

Information and Business Advice

Provide advice on policies and procedures, resolving complex queries and enabling appropriate actions.

Document Preparation

Write and edit materials tailored to different audiences.

Insights and Reporting

Design reporting strategies, lead complex reports, interpret patterns, and translate insights into recommendations.

Customer Relationship Management / Account Management

Develop relationship management plans, build relationships with decision-makers, and ensure customer needs are met.

Financial Advice

Implement strategies for providing financial advice considering client demographics.

Sales

Sell standard products and services to intermediaries.

Operational Compliance

Monitor performance to ensure compliance with policies and regulations.

Personal Capability Building

Act as a subject matter expert, maintain external certifications, and stay updated on industry practices.

Skills

Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretation, 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, Optimizes Work Processes

Education

NQF Level 7 - Degree, Advanced Diploma or Postgraduate Certificate or equivalent

Closing Date

10 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.

About Us

Old Mutual is a leading African financial services organization offering a broad range of solutions across 14 countries. Our purpose is Championing Mutually Positive Futures Every Day, ensuring a great customer and employee experience.