Commercial Sales Agent Tied-23-1 - Pretoria

Old Mutual

Location
Pretoria, Gauteng
Minimum qualification
Certificate / N-level / trade
Closing date

First listed . Last checked at source .

In brief

**Overview** This role is for a Commercial Sales Agent at Old Mutual in Pretoria. The individual will be responsible for applying specialist knowledge and executing account development strategies and sales business plans to achieve medium-sized sales targets for the company. **What you will do** The key responsibilities for this role include: * Conducting research using primary data sources and selecting information needed for the analysis of key themes and trends. * Providing specialist advice on the interpretation and application of policies and procedures, resolving queries and issues, and referring very complex or contentious issues to others. * Editing documents in line with organizational style guidelines and preparing information for publication. * Preparing and coordinating the completion of various data and analytics reports. * Developing and implementing a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization, enabling effective two-way flow of information and resolution of issues. This also involves collecting feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. * Handling the financial advice process within a specific client segment, ensuring alignment with their goals and values. * Selling simple products and services directly to customers while following standard protocols, and potentially providing back-office support to a sales team. * Maintaining and renewing a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, ensuring own work adheres to required standards. This also includes identifying, within the team, patterns of noncompliance with policies and procedures and regulatory codes, taking appropriate action to report and resolve these, and escalating issues as appropriate. * Developing personal capabilities by participating in assessment and development planning activities, as well as formal and informal training and coaching; gaining or maintaining external professional accreditation, where relevant, to improve performance and fulfill personal potential. This includes maintaining an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. **Requirements (from the original advert)** * 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. * NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent. * **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. **Who should apply** An ideal candidate for this role is an individual with specialist knowledge in commercial sales and non-life insurance who is adept at executing sales strategies and achieving targets. They should be proficient in data analysis, customer relationship management, and providing financial and business advice. The candidate must be sales-driven, compliant with operational standards, committed to continuous personal and professional development, and possess strong communication, planning, and analytical skills. **Deadline** 14 October 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/commercial-sales-agent-tied-23-1-pretoria-old-mutual Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 2 years of experience.
  • Driver's licence

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Job Description * Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets. Responsibilities Data Collection and Analysis * Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Information and Business Advice * Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others. Document Preparation * Edit document in line with organizational style guidelines and prepare information for publication. Insights and Reporting * Prepare and coordinate the completion of various data and analytics reports. Customer Relationship Management / Account Management * Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. Financial Advice * Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values. Sales * Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team. Operational Compliance * Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Personal Capability Building * Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. 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. 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. 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 14 October 2026 , 23:59

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