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Commercial Sales Tied Professional

1 week ago

Pretoria, Gauteng, South Africa Old Mutual Full time

About the Role

We are seeking a talented Commercial Sales Tied Agent to join our team at Old Mutual. As a key member of our sales force, you will be responsible for providing quality direct sales service that results in the production of business from new and existing sources.

Key Responsibilities

  • Identify and execute on innovative methods to build your own insurance portfolio.
  • Pursue new clients through networking, cold-calling, and door-to-door canvassing.
  • Manage and drive portfolio profitability and growth by ensuring timely delivery of ongoing service and support to clients.
  • Conduct comprehensive risk evaluations for clients.
  • Provide solutions to clients by selling non-life products aligned to their needs.
  • Broaden your client base to secure future portfolio growth.
  • Identify and act on cross- and up-selling opportunities across all products.
  • Sell according to agreed targets for the day, week, and month.
  • Maintain minimum agreed quote volumes.
  • Maintain a minimum agreed quote-to-sales ratio.
  • Maintain an agreed Non-Trivial Undo – and Cancellation ratio.
  • Perform after-sales service tasks according to allocated customer portfolios.
  • Monitor and resolve escalated client queries and complaints timeously.
  • Manage relationships with clients, ensuring Service Level Agreement standards are met or exceeded in all engagements.
  • Retain existing business, including renewal discussions in line with business processes and FAIS Code of Conduct.
  • Establish collaborative relationships with other departments (underwriting/pricing, claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
  • Effectively manage time and workloads to ensure deadlines and targets are met.

Quality Service Delivery

  • Manage end-to-end customer experiences for new and existing business by providing first-line support to resolve queries.
  • Proactively suggest improvements in service and relations where applicable.
  • Contribute to a service culture that builds rewarding relationships, proposes innovations, and allows others to provide exceptional service.

Cost Control and Governance Adherence

  • Ensure the use of time, resources, money, materials, or equipment aligns with organizational policies and procedures.
  • Comply with corporate governance policies, procedures, and standards.
  • Operate within agreed mandates.

Quality People Practices

  • Align behavior with the organization's culture and values.
  • Share and transfer product, process, and systems knowledge to colleagues and team members.
  • Collaborate and work with the OMI team to deliver required service levels.
  • Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
  • Ensure achievement of personal performance objectives.
  • Actively participate in professional development and career path.

About Us

Old Mutual is a premium African financial services organisation offering a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. Our lines of business include Life and Savings, Property and Casualty, Asset Management, and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.