Snr Sales Consultant
Snr Sales Consultant
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Salary Not Disclosed
1 Vacancy
Job Description
Lets Write Africas Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
We are looking for a dynamic driven and experienced Sales Specialist who thrives on building trusted relationships with CFOs and senior decision-makers. The successful candidate must have strong communication and analytical skills a deep understanding of client needs and the ability to manage the end-to-end sales and onboarding process.This role requires a confident self-starter with excellent record keeping reporting and regulatory compliance capabilities.
Key Responsibilities:
Client Engagement & Sales
Proactively source leads and build a strong sales pipeline.
Engage directly with CFOs and executive stakeholders to explore insurance needs and present tailored solutions.
Drive sales of trade credit insurance in line with company goals.
Facilitate and manage the full quoting process ensuring all data and documentation is collected.
Client Support & Policy Servicing
Conduct policy onboarding training and ongoing client education.
Maintain complete and accurate records including meeting minutes policy documentation and client correspondence.
Provide specialist support on policy terms and regulatory obligations.
Data Collection & Analysis
Collect organize and analyze data from multiple sources to support business development and client servicing.
Identify patterns trends and insights to inform decision-making and client engagement strategies.
Reporting & Insights
Lead the development of internal and external reports with actionable insights.
Develop content and materials tailored to a variety of stakeholders and audiences.
Compliance & Best Practices
Ensure compliance with FAIS regulations and internal procedures.
Monitor activity and resolve non-compliance issues as required.
Maintain up-to-date industry knowledge through CPD and regulatory updates.
Relationship Management
Develop and manage strategic relationships with key client accounts.
Act as the primary point of contact for designated accounts ensuring client satisfaction and retention.
Gather and report client feedback to enhance the overall offering.
Team Collaboration & Capability Building
Share knowledge with colleagues and contribute to the teams development.
Act as a subject matter expert on product and regulatory requirements.
Required Qualifications & Experience:
FAIS Accredited Must meet regulatory fit and proper requirements.
Minimum of a Bachelors Degree or NQF Level 7 Equivalent in Finance Business Economics or related field.
Minimum of 5 years experience in B2B sales with a track record of engaging senior stakeholders.
Strong analytical record keeping and report writing abilities.
Experience in insurance financial services or a regulated industry is advantageous
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 TechniquesCompetencies
Builds NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesEducation
NQF Level 7 - Degree Advance Diploma or Postgraduate Certificate or equivalentClosing Date
18 June 2025 23:59The 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!
Required Experience:
Contract
Employment Type
Full-Time
