Senior Sales Consultant

Old Mutual South Africa; Gqeberha; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Old Mutual South Africa seeks a senior professional to execute account development strategies and sales plans, achieving large sales targets while leading a team of Portfolio Managers.

The role emphasizes data-driven insights, policy interpretation, and client relationship management within the insurance sector, requiring a Grade 12 with Insurance Level IV and 5–8 years' leadership experience.

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: Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
• Information and Business Advice: Provide specialist advice on interpretation and application of policies and procedures, resolving complex queries, enabling actions.
• Document Preparation: Write and edit material for various target populations, tailoring tone and content to the audience.
• Insights and Reporting: Design and create reporting strategies and templates; lead complex reports and translate insights into actionable recommendations.
• Customer Relationship Management / Account Management: Develop and implement relationship plans for complex accounts, build relationships with decision-makers, enable two-way information flow.
• Financial Advice: Implement strategy for providing financial advice within an area of limited complexity, considering client demographics.
• Sales: Sell standard products and services to customers and/or supervise a team of sales advisers.
• Operational Compliance: Monitor and review performance to ensure compliance with policies and codes of conduct.
• Personal Capability Building: Maintain external accreditations and knowledge of external regulation and best practices.

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

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.

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

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

Responsibilities

• Data Collection and Analysis
  Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
• Information and Business Advice
  Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.
• Document Preparation
  Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
• Insights and Reporting
  Contribute to the design and creation of reporting strategies and templates. Lead execution of complex reports, identifying and interpreting complex patterns and trends, and translating those insights into actionable recommendations.
• Customer Relationship Management / Account Management
  Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
• Financial Advice
  Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
• Sales
  Sell standard products and services to customers and/or supervise a team of sales advisers.
• Operational Compliance
  Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.
• Personal Capability Building
  Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.

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.

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

Competencies

• Builds Networks
• Business Insight
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes

Education

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

Closing Date

29 October 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!