Commercial Sale Agent at Old Mutual

Purpose:

• Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
• Provide quality direct sales service that results in the production of business from new and existing sources:
• Identify and execute on innovative methods to build own insurance portfolio. 
• Prospect for new clients through networking, cold calling and door to door canvassing. 
• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten. 
• Conduct a comprehensive risk evaluation for the client. 
• Provide solutions to clients by selling non-life products aligned to their needs. 
• Continuously build client base to secure future portfolio growth. 
• Identify and action on cross & up selling opportunities across all products. 
• Sell according to agreed targets for the day, week and month. 
• Maintain minimum agreed quote volumes. 
• Maintain a minimum agreed quote to sales ratio. 
• Maintain an agreed NTU – and Cancellation ratio. 
• Perform after sales service tasks according to allocated portfolio of customers. 
• Monitor and resolve escalated client queries and complaints timeously. 
• Manage relationships with clients and ensure that Service Level 
• Agreement standards are met or exceeded in all engagements. 
• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct. 
• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind. 
• Manage time and workloads to ensure that deadlines and targets are met. 

Quality service delivery:

• Proactively suggest improvements in service and relations where applicable. 
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional 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 
• Actively participate in own professional development and career path. 
• Align own behaviour with the organisation culture and values. 
• Share and transfer product, process and systems knowledge to colleagues and team members. 
• Collaborate and work with the OMI team to deliver required service levels. 
• Actively participate in the OMI team to ensure functional 
• balanced scorecard objectives are achieved. 
• Ensure achievement of own performance objectives. 

Experience, knowledge & skills required:

• Grade 12 or National Senior Certificate. 
• FAIS Compliant in Non-life Commercial product category. 
• Minimum of 2 years experience’ in non-life insurance. 
• Minimum of 2 years’ experience in Direct sales  
• Valid Driver’s Licence with own reliable transport. 

Competencies:

• Strategic 
• Customer 
• Collaboration 
• Leading with Influence 
• Innovation 
• Personal Mastery 
• Executing 

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

Competencies

• Builds Networks
• Business Insight
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Plans and Aligns

Education

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

• 29 September 2026