Senior Sales Consultant

Old Mutual Insure Limited; Gqeberha; On-site; ZAR 700,000 - 1,000,000; Full time

Job summary

Old Mutual Insure Limited is seeking a specialist to execute account development strategies and sales plans to achieve large sales targets in the South Africa market. The role involves data-driven insight, advisory support on policies and procedures, and strong cross-functional collaboration with portfolio managers and sales teams.

The ideal candidate has 5–8 years in underwriting and sales, with an ability to lead a team of portfolio managers and drive complex reporting.

Qualifications

• Underwriting and portfolio management experience is required.
• Proven ability to develop sales strategies and lead a team.
• Strong data analysis and reporting skills.

Responsibilities

• Data collection and analysis from diverse sources to identify themes and business impacts.
• Provide specialist advice on policy interpretation and application, resolving complex queries.
• Write and edit material for diverse audiences with tailored tone.
• Contribute to reporting strategies and templates.

Skills

Data Analysis

Client Management

Oral Communications

Professional Presentation

Sales Software

Report Review

Numerical Aptitude

Education

NQF Level 7

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 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

Closing Date 29 October 2026 , 23:59

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.