Commercial Sales Agent-1

📝 About the role

Old Mutual needs a Commercial Sales Agent in Cape Town. You build relationships with client accounts, give financial advice within a client segment and sell products directly to customers to meet sales targets.

✅ Key duties

• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
• Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
• Edit document in line with organizational style guidelines and prepare information for publication.
• Prepare and coordinate the completion of various data and analytics reports.
• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
• Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
• Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

🎓 Requirements

• Education: NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent