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

We are looking for a dynamic, driven, and experienced Sales Specialist who thrives on building trusted relationships with CFOs and senior decision-makers. The successful candidate must have strong communication and analytical skills, a deep understanding of client needs, and the ability to manage the end-to-end sales and onboarding process.
This role requires a confident self-starter with excellent record keeping, reporting, and regulatory compliance capabilities.

Key Responsibilities:

Client Engagement & Sales

Proactively source leads and build a strong sales pipeline.

Engage directly with CFOs and executive stakeholders to explore insurance needs and present tailored solutions.

Drive sales of trade credit insurance in line with company goals.

Facilitate and manage the full quoting process, ensuring all data and documentation is collected.

Client Support & Policy Servicing

Conduct policy onboarding, training, and ongoing client education.

Maintain complete and accurate records including meeting minutes, policy documentation, and client correspondence.

Provide specialist support on policy terms and regulatory obligations.

Data Collection & Analysis

Collect, organize, and analyze data from multiple sources to support business development and client servicing.

Identify patterns, trends, and insights to inform decision-making and client engagement strategies.

Reporting & Insights

Lead the development of internal and external reports with actionable insights.

Develop content and materials tailored to a variety of stakeholders and audiences.

Compliance & Best Practices

Ensure compliance with FAIS regulations and internal procedures.

Monitor activity and resolve non-compliance issues as required.

Maintain up-to-date industry knowledge through CPD and regulatory updates.

Relationship Management

Develop and manage strategic relationships with key client accounts.

Act as the primary point of contact for designated accounts, ensuring client satisfaction and retention.

Gather and report client feedback to enhance the overall offering.

Team Collaboration & Capability Building

Share knowledge with colleagues and contribute to the team's development.

Act as a subject matter expert on product and regulatory requirements.

Required Qualifications & Experience:

FAIS Accredited – Must meet regulatory fit and proper requirements.

Minimum of a Bachelor's Degree or NQF Level 7 Equivalent in Finance, Business, Economics, or related field.

Minimum of 5 years' experience in B2B sales, with a track record of engaging senior stakeholders.

Strong analytical, record keeping, and report writing abilities.

Experience in insurance, financial services, or a regulated industry is advantageous

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 NetworksBusiness InsightCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work Processes

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

13 July 2025 , 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!