Sales Agent

Old Mutual; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading African financial services organization is seeking a specialist to execute account development strategies and sales business plans. The role involves data analysis, customer relationship management, and financial advice to achieve sales targets. The ideal candidate will have strong communication skills and a Matriculation Certificate.

Qualifications

• Experience in data collection and analysis.
• Ability to conduct comprehensive financial planning.

Responsibilities

• Collate and analyze data using preset tools.
• Prepare moderately complex documents for reports.
• Engage in ongoing education and training.

Skills

Accounting

Data Analysis

Oral Communications

Sales Software

Statistical Analysis Techniques

Education

Matriculation Certificate (Matric)

Job description

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

Job Description

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

Responsibilities

1. Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats. Involves working independently.
2. Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and policies, referring issues to others where necessary for interpretation.
3. Document Preparation: Prepare moderately complex documents using various applications for technology devices, and gather and summarize data for reports.
4. Insights and Reporting: Extract and combine data to generate standard reports.
5. Customer Relationship Management / Account Management: Make calls to maintain and strengthen existing relationships, and act as a first point of contact for customer queries and complaints.
6. Financial Advice: Conduct comprehensive financial planning and advice for complex client situations.
7. Sales: Support routine sales activities.
8. Operational Compliance: Understand and adhere to organizational policies, procedures, and relevant regulations, obtaining necessary approvals for exceptions.
9. Personal Capability Building: Engage in ongoing education, training, and industry awareness activities to develop personal skills and knowledge.

Skills

Accounting, Action Planning, 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

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

Education

Matriculation Certificate (Matric)

Closing Date

22 May 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!

About Us

Old Mutual is a leading African financial services organization offering a broad range of solutions across 14 countries. Our businesses include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are committed to Championing Mutually Positive Futures Every Day, believing that excellent customer experience starts with an engaged and supported employee base.