Sales Agent

Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa seeks a candidate to execute account development strategies and deliver financial advice. The role involves data analysis, customer relationship management, and preparing detailed documents. Candidates should have NQF Level 3 & NQF Level 2 qualifications and skills in accounting, data interpretation, and sales software. This position is crucial for strengthening customer relationships and ensuring operational compliance.

Qualifications

• Ability to prepare moderately complex documents using standard office software.
• Experience in collating and analyzing data independently.
• Strong numerical aptitude for financial advice and planning.

Responsibilities

• Execute account development strategies and sales business plans.
• Provide information and resolve queries for complex processes.
• Conduct comprehensive financial planning and advice services.

Skills

Accounting

Data Analysis

Sales Software

Oral Communications

Education

NQF Level 3 & NQF Level 2

Job description

Overview

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Provide specialist knowledge and execute account development strategies and sales business plans to achieve medium-sized sales targets.
• Data Collection and Analysis: Collate and analyze data using preset tools, methods, and formats; work independently.
• Information and Business Advice: Resolve queries from internal or external customers or suppliers by providing information on complex processes and related policies; refer issues to others where necessary.
• Document Preparation: Prepare moderately complex documents using a variety of applications for technology devices such as standard office software; gather and summarize 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 relevant regulatory codes to ensure work adheres to those standards; obtain authorization for any exceptions from mandatory procedure.
• Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities, informal training and coaching; maintain understanding of relevant technology and industry best practices through ongoing education.

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

04 February 2026, 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.