Job Description

What is a Sales Agent?

• The role of a Sales Agent is one that demands utmost professionalism, integrity and a customer-centric approach. A Sales Agent builds trust with their clients by engaging them in a respectful manner and ensuring they are offered financial products in line with their needs.
• The role calls for formal in-house training in conjunction with continuous on the job coaching and development.
• As a Sales Agent with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, and Customer-first.

What is required of you?

• Marketing Old Mutual products to new and existing clients, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.
• As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

• Grade 12 (Matric) certificate
• 6-12 months sales/retails sales experience
• Previous Working experience in Financial Industry advantageous
• A clear criminal and credit check
• Computer Literacy (MS Office)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Personal Qualities

• Target and Goal Driven
• Client service orientated
• Adhering to Company values and policies
• Good business acumen
• Proactive
• Ability to influence
• Confident decision making
• Ability to handle pressure and set backs
• Good interpersonal skills
• Trustworthy
• Good time management skills
• Resilience