Consultant: Sales at Old Mutual

Purpose:

• 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.

Job Description:

• 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.
• Finalize 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.
•  
• Requirements [Skills & Experience]:
• Matric and/or equivalent
• Relevant Tertiary - or Insurance Qualification (Advantageous)
• 2 - 3 years' experience in Short-Term Insurance (Required)
• Regulatory Examination (Advantageous)
• Clear: Credit & Crim Record
• DOFA

​​​​​​​Skills and Attributes:

• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Attention to detail and accuracy.
• Customer-oriented 
• Customer-focused with a positive attitude.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills

​​​​​​​Competencies:

• Delivering Results
• Customer Service
• Customer Interaction
• Analytical Thinking
• Executing
• Collaboration

​​​​​​​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 Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

• 29 April 2026