Commercial Sales Agent

About this role

Old Mutual is looking for a Commercial Sales Agent to work from its Pietermaritzburg office. The role focuses on growing existing business accounts, meeting medium-sized sales targets and giving clients sound financial advice.

What you’ll do

• Build and carry out account plans for existing customers, including reaching the right decision-makers and influencers in each client organisation.
• Handle the financial advice process for a specific client segment, making sure it fits each client’s goals and values.
• Sell simple products and services directly to customers, following standard protocols. You may also support the sales team with back-office tasks.
• Collect customer feedback, summarise the themes and suggest changes that meet client needs.
• Research and analyse data, and help prepare and coordinate data and analytics reports.
• Give clear advice on company policies and procedures, and resolve queries. Pass very complex issues to the right person.
• Keep up to date with company policies, regulatory codes and codes of conduct. Spot and report any patterns of non-compliance within your team.
• Take part in assessment, development planning and training to build your skills and keep your professional accreditation current.

What you need

• NQF Level 5 qualification (higher, advanced or occupational certificate) or an equivalent.
• Strong numerical skills and the ability to analyse and interpret data.
• Computer literacy and experience with sales software.
• Good oral communication and professional presentation skills.
• Client management skills and the ability to build working relationships.
• Ability to plan, act with accountability and make sound decisions in a fast-moving environment.
• Experience with management reporting and statistical analysis techniques is advantageous.

Is this job for you?

This role suits someone who enjoys working with clients and numbers. You should be comfortable building long-term relationships, explaining financial products clearly and sticking to company rules. A background in sales or financial services would help you settle in quickly.

Tips before you apply

• Have a copy of your NQF Level 5 certificate or statement of results ready to upload.
• On your CV, give clear examples of sales targets you have met or account growth you have supported, with numbers where you can.
• Show your data and software skills by naming the sales and reporting tools you have used and what you did with them.

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