Strategic Commercial Sales Specialist

Old Mutual; Pietermaritzburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in Pietermaritzburg seeks a specialist to develop accounts and execute sales plans to meet targets. The role involves data collection, analysis, and providing expert business advice within regulatory guidelines.

Responsibilities include preparing analytics reports, client relationship management, and handling financial advice within a client segment. Will also involve sales of simple products and back-office support as needed.

Qualifications

• NQF Level 5 qualification or equivalent.
• Experience in data analytics or financial services is advantageous.
• Strong analytical and reporting skills.
• Ability to translate data into actionable insights.

Responsibilities

• Conduct research using primary data sources and analyze key themes and trends.
• Provide specialist advice on interpretation and application of policies and procedures; escalate complex issues.
• Prepare and edit documents following organizational style guidelines for publication.
• Prepare and coordinate completion of various data and analytics reports.
• Develop and implement a relationship management plan for existing customer accounts with key decision-makers.
• Handle financial advice processes within a client segment to align with goals and values.
• Sell simple products and services following standard protocols; support sales teams as needed.
• Maintain knowledge of regulatory codes and compliance within daily activities.
• Engage in personal capability development and pursue relevant accreditation.

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 in Pietermaritzburg seeks a specialist to develop accounts and execute sales plans to meet targets. The role involves data collection, analysis, and providing expert business advice within regulatory guidelines.

Responsibilities include preparing analytics reports, client relationship management, and handling financial advice within a client segment. Will also involve sales of simple products and back-office support as needed.