Strategic Account Growth Specialist

Old Mutual South Africa; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Old Mutual South Africa seeks a specialist to drive account development strategies and sales plans within a medium-sized sales target context. The role emphasizes data collection, analysis, and customer relationship management to deliver insightful advice and effective solutions.

The position involves handling financial advice processes, maintaining regulatory compliance, and supporting sales teams with back-office tasks as needed. Strong communication skills are essential.

Qualifications

• Data collection and analysis using primary data sources to identify trends.
• Provide specialist advice on policies and procedures and resolve queries.
• Edit documents to organizational style guidelines for publication.
• Prepare analytics reports and coordinate their completion.
• Develop and implement relationship management plans with customer accounts.

Responsibilities

• Sell simple products and services directly to customers following standard protocols.
• Handle financial advice processes for a client segment, ensuring alignment with goals.
• Maintain knowledge of organizational policies, regulatory codes, and adherence.
• Support back-office activities for sales teams as required.
• Build and nurture relationships with decision-makers and influencers within client organizations.
• Identify customer needs from feedback and provide actionable recommendations.

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 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa seeks a specialist to drive account development strategies and sales plans within a medium-sized sales target context. The role emphasizes data collection, analysis, and customer relationship management to deliver insightful advice and effective solutions.

The position involves handling financial advice processes, maintaining regulatory compliance, and supporting sales teams with back-office tasks as needed. Strong communication skills are essential.