Strategic Sales & Account Advisor

Old Mutual Insure Limited; Durban; Sur place; ZAR 350 000 - 550 000; Plein temps

Résumé du poste

Old Mutual Insure Limited in Durban is seeking a specialist to execute account development strategies and sales plans aimed at achieving medium-sized sales targets. The role emphasizes data collection, analysis, policy interpretation, and customer relationship management to drive outcomes.

You will prepare analytics reports, provide business advice, and build relationships with decision-makers while ensuring adherence to regulatory codes and organizational guidelines.

Qualifications

• Specialist knowledge in policy interpretation and application.

Responsabilités

• Data Collection and Analysis to support analysis of key themes and trends.
• Provide specialist advice on interpretation and application of policies and procedures, resolving queries or issues.
• Document preparation aligned with organizational style guidelines for publication.
• Coordinate completion of analytics reports and insights.
• Develop and implement relationship management plans for existing customer accounts and stakeholders.
• Handle financial advice processes within a client segment.
• Sell simple products and services following standard protocols.
• Maintain knowledge of policies, procedures, and regulatory codes of conduct, escalating noncompliance.
• Develop personal capabilities through training and accreditation to improve performance.

Connaissances

Data Analysis

Client Management

Computer Literacy

Statistics

Reporting

Sales Knowledge

Problem Solving

Communication

Presentation

Regulatory Compliance

Research

Cross-functional Collaboration

Formation

NQF Level 5 - Higher/Advance Certificate or equivalent

Description du poste

Old Mutual Insure Limited in Durban is seeking a specialist to execute account development strategies and sales plans aimed at achieving medium-sized sales targets. The role emphasizes data collection, analysis, policy interpretation, and customer relationship management to drive outcomes.

You will prepare analytics reports, provide business advice, and build relationships with decision-makers while ensuring adherence to regulatory codes and organizational guidelines.