Snr Sales Consultant

Old Mutual Limited; Johannesburg; On-site; ZAR 500,000 - 800,000; Full time

Job summary

A leading financial services organization seeks a dynamic Sales Specialist to build relationships with CFOs and senior decision-makers. This role focuses on client engagement, policy servicing, and compliance management within trade credit insurance. The ideal candidate has strong sales and analytical skills with at least 5 years of experience in B2B environments.

Qualifications

• FAIS Accredited – Must meet regulatory fit and proper requirements.
• Minimum of 5 years' experience in B2B sales with senior stakeholders.

Responsibilities

• Proactively source leads and manage the full quoting process.
• Conduct policy onboarding and maintain accurate client records.
• Lead the development of reports with actionable insights.

Skills

Action Planning

Client Management

Data Analysis

Sales Software

Report Review

Education

Bachelor's Degree or NQF Level 7 Equivalent in Finance, Business, Economics

Job description

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Job Description

We are looking for a dynamic, driven, and experienced Sales Specialist who thrives on building trusted relationships with CFOs and senior decision-makers.

The successful candidate must have strong communication and analytical skills, a deep understanding of client needs, and the ability to manage the end-to-end sales and onboarding process.

Let's Write Africa's Story Together!

This role requires a confident self-starter with excellent record keeping, reporting, and regulatory compliance capabilities.

Key Responsibilities

1. Client Engagement & Sales: Proactively source leads and build a strong sales pipeline. Engage directly with CFOs and executive stakeholders to explore insurance needs and present tailored solutions. Drive sales of trade credit insurance in line with company goals. Facilitate and manage the full quoting process, ensuring all data and documentation is collected.
2. Client Support & Policy Servicing: Conduct policy onboarding, training, and ongoing client education. Maintain complete and accurate records including meeting minutes, policy documentation, and client correspondence. Provide specialist support on policy terms and regulatory obligations.
3. Data Collection & Analysis: Collect, organize, and analyze data from multiple sources to support business development and client servicing. Identify patterns, trends, and insights to inform decision-making and client engagement strategies.
4. Reporting & Insights: Lead the development of internal and external reports with actionable insights. Develop content and materials tailored to a variety of stakeholders and audiences.
5. Compliance & Best Practices: Ensure compliance with FAIS regulations and internal procedures. Monitor activity and resolve non-compliance issues as required. Maintain up-to-date industry knowledge through CPD and regulatory updates.
6. Relationship Management: Develop and manage strategic relationships with key client accounts. Act as the primary point of contact for designated accounts, ensuring client satisfaction and retention. Gather and report client feedback to enhance the overall offering.
7. Team Collaboration & Capability Building: Share knowledge with colleagues and contribute to the team's development. Act as a subject matter expert on product and regulatory requirements.

Required Qualifications & Experience

• FAIS Accredited – Must meet regulatory fit and proper requirements.
• Minimum of a Bachelor's Degree or NQF Level 7 Equivalent in Finance, Business, Economics, or related field.
• Minimum of 5 years' experience in B2B sales, with a track record of engaging senior stakeholders.
• Strong analytical, record keeping, and report writing abilities.
• Experience in insurance, financial services, or a regulated industry is advantageous.

Skills & Competencies

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.

Closing Date

13 July, 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!#J Ljbffr