Sales Consultant

Join to apply for the Sales Consultant-2 role at Old Mutual South Africa
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Let’s Write Africa’s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.

• Handle incoming and outgoing sales calls
  
  Rpcin 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.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated time frames.
• Deal with all customers in a professional manner in strict accordance with business 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.
• Provide customer services in line with quality and performance standards.
• Build positive customer relations and solve or elevate customer queries and complaints.
• Gather feedback on customer satisfaction and report to the relevant parties.
• Proactively suggest improvements in customer service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
• Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues.
• Collaborate and work with the iWYZE(convert) team to deliver required service levels.
• Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.
• Ensure achievement of own performance objectives.
• Actively share information with other team members regarding successes, issues, trends and ideas.
• Actively participate in own professional development and career.
• Grade 12.
• Appropriate insurance qualification (FAIS & RE non‑negotiable).
• 2 years’ experience working in a call centre. Long Term Insurance experience would be advantageous.

• Accounting
• Action Planning
• Computer Literacy
• Data Analysis
• Database Reporting
• Data Compilation
• Data Interpretation
• Evaluating Information
• Management Reporting
• Numerical Aptitude
• Oral Communications
• Professional Presentation
• Report Review
• Sales Software
• Statistical Analysis Techniques

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

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

• Entry level

• Full‑time

• Sales and Business Development

19 January 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!

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