Senior Sales Consultant

About the role

Old Mutual is looking for a Senior Sales Consultant in Port Elizabeth who provides specialist knowledge and executes account development strategies and sales business plans to achieve large-sized sales targets. The role combines account management, financial advice, product sales and compliance monitoring.

Key responsibilities

• Analyze data from a wide range of sources to identify key themes and their impact on the business.
• Advise on the interpretation and application of policies and procedures, resolving complex or contentious queries.
• Write and edit material tailored to different target audiences.
• Help design reporting strategies and templates, lead complex reports and turn insights into recommendations.
• Manage complex existing customer accounts, building relationships with decision-makers and influencers and ensuring ongoing needs are met.
• Provide financial advice within an area of limited complexity, taking client demographics and needs into account.
• Sell standard products and services, and/or supervise a team of sales advisers.
• Monitor performance and behaviour to identify and resolve non-compliance with policies and regulatory codes.
• Act as subject matter expert in technology, policy, regulation or operational management, keeping up to date with regulation and industry best practice through continuing professional development.

Required profile

• Grade 12 with an Insurance Level IV qualification; a relevant tertiary qualification is advantageous.
• 5 to 8 years of experience in underwriting and leading a team of portfolio managers.
• 3 to 5 years of experience in insurance sales.
• NQF Level 7 degree, advanced diploma or postgraduate certificate, or equivalent.

Required skills

• Action planning, client management and sales software.
• Data analysis, database reporting, data compilation and statistical analysis techniques.
• Management reporting, oral communication and professional presentation.