Sales Consultant-1

Old Mutual Limited; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Johannesburg invites applications for a sales-focused role to drive new and existing business, handling calls, guiding customers through products, quotes, and processes. The successful candidate will manage leads, meet daily targets, and maintain QA standards, while ensuring accurate data capture and timely policy documentation.

Candidates should have matric or NQF 4, at least 2 years of short-term insurance experience, and clear DOFA, credit, and criminal records.

Qualifications

• Matric or NQF Level 4 is required.
• 2 years short-term insurance experience required.
• DOFA (Department of Labour/Employment Equity compliance)
• Credit clear
• Criminal clear

Responsibilities

• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Provide accurate and efficient quotation/s to customers.
• Maintain an agreed lead to sale ratio.
• Maintain an agreed lead to quote ratio.
• Maintain an agreed quote to sale ratio.
• Required to work shifts as scheduled.
• Manage all allocated leads.
• Sell according to agreed targets for the day.
• Maintain a 90% QA average on all calls.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated timeframes.
• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

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

Education

Matric or NQF Level 4

NQF Level 3 & NQF Level 2 - Below school leaving

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

To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.

• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.

• Telephonically guide customers through the product offering, pricing, terms and conditions.

• Provide accurate and efficient quotation/s to customers.

• Maintain an agreed lead to sale ratio.

• Maintain an agreed lead to quote ratio.

• Maintain an agreed quote to sale ratio.

• Required to work shifts as scheduled.

• Manage all allocated leads.

• Sell according to agreed targets for the day.

• Maintain a 90% QA average on all calls.

• Accurately and efficiently capture all customer data.

• Finalise calls at point of contact, where possible.

• Forward accurate policy documents to customers within mandated timeframes.

• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.

• Manage time and workloads to ensure that deadlines and targets are met.

• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

• Qualification:

• Matric or NQF Level 4

• 2 years Short term insurance experience

• DOFA

• Credit clear

• Criminal clear

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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

15 September 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. _

_ The Old Mutual Story! _