Sales Consultant
old mutual insure
π ominsure head office south africaπ 1mo agoπ workday
Job Description
**Let's Write Africa's Story Together!**
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
**Job Description**
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.
* **To generate and conclude sales from new and existing client sources**
* Handle incoming and outgoing sales calls in 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 timeframes.
* Deal with all customers in a professional manner in strict accordance with businesses 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.
* Quality service delivery
* Provide customer services in line with quality and performance standards.
* Build positive customer relations and solve or escalate 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.
* Cost control and governance adherence
* 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.
* Quality people practices
* 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 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 yearsβ experience working in a call centre. Long Term Insurance experience would be advantageous.
* **Competency Descriptors:**
* Customer: Putting the customer at the heart of business decisions and driving to improve value for customers.
* Collaboration: Creates trust, respect and builds meaningful relationships. Able to handle a wide range of relational challenges to ensure collaboration across boundaries.
* Innovation: Generates creative/out of the box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges from a range of diverse but relevant perspectives. Willing to take calculated risks when introducing novel ideas.
* Personal Mastery: Learns and actively works to build self-awareness,; develop through experience and feedback from others. Copes effectively with stress and has the resilience to take on stretching and challenging assignments. Adjusts effectively to work within new work structures; processes; requirements and cultures.
* Executing: Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to take calculated risks to achieve stretch performance goals.
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**Skills**
Accounting, Action Planning, 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**
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
**Education**
NQF Level 3 & NQF Level 2 - Below school leaving
**Closing Date**
16 August 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!**_