Sales Agent Role at The Old Mutual Insure | Apply now!

Job Details

Location: Pinelands, Western Cape
Job Requisition ID: JR-75692
Employment Type: Full Time
Closing Date: 04 February 2026, 23:59

Company Overview

Old Mutual firmly believes in the African opportunity, and our success is built on the strength of our diverse and talented people. We are committed to empowering individuals and communities by delivering trusted financial solutions that make a meaningful difference.

Job Overview

The Sales Agent role is responsible for executing sales and account development strategies to achieve medium-sized sales targets. This role involves engaging with clients, maintaining strong customer relationships, providing financial and business information, and ensuring compliance with internal policies and regulatory standards.

Key Responsibilities

Sales and Account Development

• Execute sales business plans to achieve assigned sales targets

• Provide routine sales support services and identify opportunities for growth

• Maintain and strengthen relationships with allocated customers through regular engagement

Customer Relationship Management

• Act as a first point of contact for customer queries and complaints

• Provide accurate information on products, services, and processes

• Deliver professional and customer-focused service at all times

Financial and Business Support

• Conduct financial planning and advice services for more complex client needs

• Resolve information requests by interpreting policies and procedures where required

• Refer complex matters for further interpretation when necessary

Data, Insights, and Reporting

• Collect, collate, and analyse data using predefined tools and methods

• Extract and combine data to produce standard reports

• Prepare moderately complex documents and summaries using standard office software

Operational Compliance

• Adhere to organisational policies, procedures, and regulatory requirements

• Obtain approval for any exceptions to mandatory procedures

• Ensure ethical and compliant execution of all sales activities

Personal Development

• Actively participate in training, coaching, and development initiatives

• Continuously build knowledge of technology, regulations, and industry best practices

• Stay informed through professional reading, learning sessions, and industry exposure

Skills

• Accounting and numerical aptitude

• Data analysis and interpretation

• Database and management reporting

• Computer literacy and sales software proficiency

• Strong oral communication and professional presentation skills

• Action planning and evaluating information

Competencies

• Communicates effectively

• Strong customer focus

• Sound decision-making ability

• Ensures accountability

• Manages complexity efficiently

• Optimises work processes

• Plans and aligns tasks effectively

• Tech-savvy with the ability to adapt to new systems

Education Requirements

• NQF Level 2 or NQF Level 3 (Below school leaving level)

CV Application Tips:

• Use a clear CV summary stating you are a target-driven Sales Agent with customer relationship and financial sales experience.

• Highlight sales, CRM, customer service, data analysis, compliance, and communication skills.

• Show results, not duties (e.g. meeting targets, growing client relationships).

• Include call handling, sales targets, and basic reporting experience.

• List NQF Level 2 or 3 clearly under education.

• Keep CV ATS-friendly: simple format, no tables/graphics, max 2 pages, saved as PDF.

• Use the exact job title “Sales Agent” and match keywords from the job advert.

Employment Equity

In line with Old Mutual South Africa’s Employment Equity Plan, preference will be given to candidates from designated groups, in alignment with the requirements of the relevant business unit