Commercial Sales Agent-1

In brief

**Overview** This role at Old Mutual is for a Commercial Sales Agent-1, focused on providing specialist knowledge and executing account development strategies and sales business plans. The primary objective is to achieve medium-sized sales targets for the company. **What you will do** The Commercial Sales Agent-1 will be responsible for a range of activities, including: * Conducting research using primary data sources and selecting information necessary for analyzing key themes and trends. * Providing specialist advice on the interpretation and application of policies and procedures, resolving queries and issues, and referring more complex or contentious matters. * 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. This involves identifying and building relationships with relevant decision-makers and influencers within customer organizations to ensure effective two-way information flow and issue resolution. Feedback from customers or segments will be collected to ensure needs are met, providing themes, summary analyses, and recommendations for changes. * 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. This may also involve providing back-office support to a sales team. * Maintaining and renewing a deep knowledge and understanding of the organization's policies, procedures, and relevant regulatory codes, ensuring personal work adheres to required standards. This also includes identifying patterns of noncompliance within the team, taking appropriate action to report and resolve these, and escalating issues as necessary. * Developing personal capabilities by participating in assessment and development planning activities, formal and informal training and coaching, and gaining or maintaining external professional accreditation where relevant. This also involves maintaining an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, conferences, and specialist media. **Requirements (from the original advert)** * **Education**: 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** This role is suitable for individuals with an NQF Level 5 or equivalent qualification, who possess specialist knowledge in sales and account development. The ideal candidate should be proficient in data collection, analysis, and reporting, with strong client management and communication skills. They should be capable of providing financial advice, ensuring operational compliance, and continuously developing their professional capabilities. A candidate who is customer-focused, able to build networks, and manage complexity effectively would be a strong fit. **Deadline** 30 October 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/commercial-sales-agent-1-old-mutual-1 Source: myjobmag

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