Senior Sales Consultant - Credit Guarantee

About the role

Old Mutual is looking for an experienced Sales Specialist 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 provide policy and online training once the quote is accepted.
• Maintain a complete record of advice and all administration, and keep statutory and legislative knowledge current to handle complaints and improve the customer experience.
• Follow organisational policies and procedures, control costs and resources, and comply with corporate governance requirements.
• Share knowledge with colleagues, take part in developing new standards and control systems, and support continuous improvement and service delivery.

Required profile

• Post-Matric qualification equivalent to NQF Level 7 in Commerce, with a major in Business Economics, Accounting, Finance, Credit Management or a related field.
• FAIS accredited, meeting regulatory fit and proper requirements.
• At least 5 years of B2B sales experience with senior stakeholders; Grade 12 with an Insurance Level IV qualification, and 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

• Strong analytical, record-keeping, time-management and prioritisation skills.
• English literacy and correspondence skills, with good written and verbal communication.
• Client management, data analysis, database reporting and sales software.