Sales Representative – Old Mutual Vacancies


Website Old Mutual

Position Summary:

Provide quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company. Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

Key Responsibilities:

  • Prospect for new clients through networking, cold calling and door to door canvassing.
  • Identify and execute on innovative methods to build own insurance portfolio.
  • Manage time and workloads to ensure that deadlines and targets are met.
  • Provide solutions to clients by selling non-life products aligned to their needs.
  • Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
  • Sell according to agreed targets for the day, week and month.
  • Continuously build client base to secure future portfolio growth.
  • Maintain minimum agreed quote volumes.
  • Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
  • Identify and action on cross & up selling opportunities across all products.
  • Maintain an agreed NTU – and Cancellation ratio.
  • Conduct a comprehensive risk evaluation for the client.
  • Perform after sales service tasks according to allocated portfolio of customers.
  • Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
  • Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
  • Maintain a minimum agreed quote to sales ratio.
  • Monitor and resolve escalated client queries and complaints timeously.

Required Education & Experience:

  • Minimum of 2 years operational/sales experience in industry of trade(Professional services, Medical services, Personal care, Restaurant industry, Retail, Manufacturing, Hospitality).
  • Valid Driver’s Licence with own reliable transport
  • Grade 12 or National Senior Certificate