Senior Sales Consultant - Credit Guarantee

About the role

Old Mutual is looking for an experienced Sales Specialist in Johannesburg to sell its Credit Guarantee products to CFOs, financial managers and other senior decision-makers. The role centres on building trusted relationships, understanding customer needs and providing compliant, solution-oriented advice.

Key responsibilities

• Set up the first meeting with a prospect or contact them after a lead comes in, and identify whether trade credit insurance is needed.
• Obtain all information to prepare a quote, analyse the data and check it against the financial statements.
• Present the quote to the prospect or introductory broker, give clear advice, and once accepted provide policy and online training and complete the record of advice and administration.
• Maintain current knowledge of statutory and legislative requirements to handle complaints, advise on risk mitigation and comply with governance.
• Follow organisational policies and procedures, control costs and resources, and develop work routines aligned with operational plans.
• Share knowledge with colleagues, take part in creating new standards and control systems, and support continuous improvement and service quality.

Required profile

• NQF Level 7 qualification (degree, advanced diploma or postgraduate certificate or equivalent).
• FAIS accredited, meeting regulatory fit and proper requirements.
• At least 5 years of B2B sales experience engaging senior stakeholders; 3-5 years in insurance sales is listed as advantageous.
• Grade 12 with an Insurance Level IV qualification; a relevant tertiary qualification is advantageous.
• Experience in insurance, financial services or a regulated industry is advantageous.
• Valid Code 8 driver's licence older than 12 months.

Required skills

• Action planning, client management and sales software.
• Data analysis, database reporting, data compilation and interpretation, and numerical aptitude.
• Strong written and verbal communication, time management and prioritisation of high volumes of work.