Sales Consultant

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.

• To generate and conclude sales from new and existing client sources

• 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.

• Quality service delivery

• Provide customer services in line with quality and performance standards.

• Build positive customer relations and solve or escalate customer queries and complaints.

• Gather feedback on customer satisfaction and report to the relevant parties.

• Proactively suggest improvements in customer service and relations where applicable.

• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.

• Cost control and governance adherence

• Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.

• Comply with corporate governance policies, procedures and standards.

• Operate within agreed mandates.

• Quality people practices

• Align own behaviour with the organisation culture and values.

• Share and transfer product, process and systems knowledge to colleagues.

• Collaborate and work with the iWYZE team to deliver required service levels.

• Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.

• Ensure achievement of own performance objectives.

• Actively share information with other team members regarding successes, issues, trends and ideas.

• Actively participate in own professional development and career

• Grade 12

• Appropriate insurance qualification (FAIS & RE non-negotiable)

• 2 years’ experience working in a call centre. Long Term Insurance experience would be advantageous.

• Competency Descriptors:

• Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.

• Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.

• Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.

• Personal Mastery: Learns and actively works to build self-awareness,; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.

• Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.

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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

16 August 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!