Commercial Sales Agent at Old Mutual – Apply now!

🧾 Job Details

🏢 Employer: Old Mutual South Africa
📍 Location: Cape Town, Western Cape, South Africa
💼 Job Type: Full-Time
📄 Contract Type: Permanent (Tied Agent)
🆔 Job Requisition ID: JR-74698

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🌍 About Old Mutual

Old Mutual is a leading African financial services group with a strong belief in the African opportunity. With a rich history rooted in Africa, Old Mutual continues to build inclusive financial solutions that empower individuals, businesses, and communities to prosper.

Old Mutual values diversity, transformation, and sustainable growth, ensuring that its people reflect the communities it serves while driving meaningful financial impact across the continent.

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🎯 Role Purpose

The Commercial Sales Agent Tied-3 is responsible for executing account development strategies and sales plans to achieve medium-sized sales targets within a defined client segment. The role requires specialist product knowledge, strong relationship management skills, and the ability to deliver compliant financial advice aligned with client needs and values.

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🛠️ Key Responsibilities

📊 Data Collection & Analysis

• Conduct research using primary data sources

• Analyse key themes, trends, and performance indicators

• Select and interpret relevant information for business insights

🧠 Information & Business Advice

• Provide specialist guidance on policies and procedures

• Resolve customer and internal queries efficiently

• Escalate complex or high-risk issues when required

📄 Document Preparation & Reporting

• Edit and prepare documents in line with organisational standards

• Compile management, sales, and analytical reports

• Coordinate the completion of data and performance dashboards

🤝 Customer Relationship & Account Management

• Develop and implement relationship management plans

• Build strong networks with decision-makers and influencers

• Gather and analyse customer feedback to improve service delivery

• Ensure effective two-way communication with clients

💰 Financial Advice & Sales

• Deliver compliant financial advice within a specific client segment

• Sell approved products and services following standard protocols

• Support broader sales teams where required

• Work towards achieving and exceeding sales targets

⚖️ Operational Compliance

• Maintain strong knowledge of internal policies and regulatory codes

• Ensure full compliance with FAIS and industry standards

• Identify and report non-compliance risks appropriately

📈 Personal Development

• Participate in training, coaching, and development programmes

• Maintain professional accreditation where applicable

• Stay informed on industry best practices, regulations, and technology

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🧠 Skills & Competencies

🔧 Technical & Professional Skills

• Action Planning

• Client & Account Management

• Data Analysis & Interpretation

• Database & Management Reporting

• Numerical Aptitude

• Sales Systems & Software

• Statistical Analysis Techniques

• Professional Presentation & Reporting

💡 Core Competencies

• Builds Networks

• Business Insight

• Communicates Effectively

• Customer Focus

• Decision Quality

• Accountability

• Manages Complexity

• Planning & Alignment

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🎓 Qualifications

• NQF Level 5 – Higher, Advanced, or Occupational Certificate (or equivalent)

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📄 CV Tips

• Highlight sales achievements and target attainment

• Showcase client relationship and account management experience

• Emphasise exposure to financial products or advisory services

• Demonstrate compliance awareness (FAIS, policies, codes of conduct)

• Include strong data analysis and reporting capabilities

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⚖️ Employment Equity

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit. Old Mutual is committed to diversity, inclusion, and transformation.