Sales Consultant-1

Posted 12 Days Ago
Be an Early Applicant
Johannesburg, Gauteng, ZAF
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Handles inbound and outbound sales calls, guides customers through short-term insurance products, prepares quotations, manages leads, closes sales, captures customer data, sends policy documents, and meets sales, conversion, quality, and productivity targets while working scheduled shifts.
Summary Generated by Built In

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

To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.

  • Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.

  • Telephonically guide customers through the product offering, pricing, terms and conditions.

  • Provide accurate and efficient quotation/s to customers.

  • Maintain an agreed lead to sale ratio.

  • Maintain an agreed lead to quote ratio.

  • Maintain an agreed quote to sale ratio.

  • Required to work shifts as scheduled.

  • Manage all allocated leads.

  • Sell according to agreed targets for the day.

  • Maintain a 90% QA average on all calls.

  • Accurately and efficiently capture all customer data.

  • Finalise calls at point of contact, where possible.

  • Forward accurate policy documents to customers within mandated timeframes.

  • Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.

  • Manage time and workloads to ensure that deadlines and targets are met.

  • Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

  • Qualification:

  • Matric or NQF Level 4

  • 2 years Short term insurance experience

  • DOFA

  • Credit clear

  • Criminal clear


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Skills

Accounting, Action Planning, 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

Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

15 September 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.

The Old Mutual Story!

Skills Required

  • Matric or NQF Level 4
  • 2 years of short-term insurance experience
  • DOFA
  • Credit clear
  • Criminal clear
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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