Senior Insurance Sales & Account Strategy Lead

Old Mutual Limited; Gqeberha; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual Limited in Port Elizabeth seeks a Senior Sales Consultant to drive account development and sales strategies for large targets. The role focuses on relationship management, data-informed advice, and guiding a team of advisers.

Requirements include a Grade 12 with Insurance Level IV and 5–8 years in underwriting plus 3–5 years in insurance sales. A tertiary qualification is advantageous, with a strong emphasis on data analysis and regulatory compliance.

Qualifications

• 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.

Responsibilities

• Data Collection and Analysis to inform strategies and decisions.
• Provide specialist advice on policies, procedures and complex queries.
• Prepare and tailor material for various audiences.
• Contribute to reporting strategies and templates and lead complex reports.
• Develop relationship plans for major accounts with key decision-makers.
• Provide financial advice within an area of limited complexity.
• Sell standard products and supervise a team of sales advisers.
• Monitor compliance with policies and regulatory codes.
• Act as subject matter expert and maintain external accreditations.

Skills

Action Planning

Client Management

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

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

Grade 12 with Insurance Level IV qualification

Job description

Old Mutual Limited in Port Elizabeth seeks a Senior Sales Consultant to drive account development and sales strategies for large targets. The role focuses on relationship management, data-informed advice, and guiding a team of advisers.

Requirements include a Grade 12 with Insurance Level IV and 5–8 years in underwriting plus 3–5 years in insurance sales. A tertiary qualification is advantageous, with a strong emphasis on data analysis and regulatory compliance.