Relationship Manager

Old Mutual South Africa; Gqeberha; On-site; ZAR 600,000 - 700,000; Full time

Job summary

A prominent financial services company is seeking a Senior Sales Consultant based in Port Elizabeth. The successful candidate will have 5-8 years of Underwriting experience, 3-5 years in insurance sales, and relevant qualifications. Key responsibilities include data analysis, advising clients, and account management. The company focuses on accountability and customer relationships, ensuring needs are met within compliance standards.

Qualifications

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

Responsibilities

• Analyze key themes and impacts using data.
• Provide expert advice on policies, resolving complex queries.
• Design reporting strategies and interpret data patterns.
• Develop relationship plans for complex accounts.
• Sell standard products and services to Intermediaries.
• Monitor compliance with policies and regulations.

Skills

Action Planning

Client Management

Computer Literacy

Data Analysis

Reporting

Data Interpretation

Sales Software

Education

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

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

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 sales targets.

Responsibilities
Data Collection and Analysis
Use data from various sources to analyze key themes and impacts.

Information and Business Advice
Provide expert advice on policies and procedures, resolving complex queries.

Document Preparation
Write and tailor materials for different audiences.

Insights and Reporting
Design reporting strategies, interpret patterns, and translate insights into recommendations.

Customer Relationship Management / Account Management
Develop relationship plans for complex accounts, build relationships, and ensure 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 for compliance with policies and regulations.

Personal Capability Building
Act as subject matter expert, maintain external accreditations, and stay updated with industry practices.

Skills Action Planning, Client Management, Computer Literacy, Data Analysis, Reporting, Data Interpretation, Sales Software, etc.

Competencies Builds Networks, Business Insight, Effective Communication, Customer Focus, Decision Making, Accountability, Managing Complexity, Process Optimization.

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

Closing Date
14 August 2025, 23:59.

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.