Senior Sales Consultant

Old Mutual Limited; Gqeberha; Sur place; ZAR 600 000 - 900 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

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

Formation

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

Grade 12 with Insurance Level IV qualification

Description du poste

Senior Sales ConsultantOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Senior Sales ConsultantApply: Port Elizabeth: Full time: Posted Today: JR-84776**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 AnalysisUse data from a wide range of sources to analyze key themes and identify possible impacts on the business.## Information and Business AdviceProvide 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 PreparationWrite and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.## Insights and ReportingContribute 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 ManagementDevelop 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 AdviceImplement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.## SalesSell standard products and services to customers and/or supervise a team of sales advisers.## Operational ComplianceMonitor 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 BuildingAct 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 advantageous5 – 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.***