Commercial Tied Agent

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets. Responsibilities Data Collection and Analysis Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. Information and Business Advice 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. Document Preparation Edit document in line with organizational style guidelines and prepare information for publication. Insights and Reporting Prepare and coordinate the completion of various data and analytics reports. Customer Relationship Management / Account Management 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. Financial Advice Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values. Sales Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team. Operational Compliance 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. Personal Capability Building 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. Skills Action Planning, Client Management, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques Competencies Builds Networks Business Insight Communicates Effectively Customer Focus Decision Quality Ensures Accountability Manages Complexity Plans and Aligns Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 29 September 2026 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story!