Sales Consultant at Old Mutual Plc

Job Description

• To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.

Descriptor

• Builds and maintains sustainable relationships with all contracted intermediaries and clients in designated portfolio.                                                   
• Manages the relationship between Old Mutual, brokers, clients, and ensures maximum growth of the credit life insurance portfolio.                                                     
• Reacts to market trends and competitor initiatives to ensure sustainable growth. 
• Supports and advises on all product-related aspects of all Old Mutual products to clients.
• Meets all new business targets as set out
• Provide accurate quote(s) to customers.
• Maintain an agreed lead to quote ratio.
• Maintain an agreed quote to sale ratio.
• Manage all allocated leads.
• Accurately and efficiently capture all customer data.
• Forward accurate policy documents to customers within mandated timeframes.
• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

Key Result Areas:

• Fulfilment of set revenue targets in credit life premiums flowing from
• New banking partnerships across commercial and microfinance institutions as well as Fintech firms.
• Growth on existing businesses – target between 40% to 50%

Qualifications and Experience

• A first degree or its equivalent
• Excellent communication skills (verbal and written)
• Interpersonal and time management skills
• Good knowledge of MS packages (Especially MS Word, MS Excel and Outlook)
• Experience of 2 – 3 years required
• Experience across commercial and micro lending issues will be an added advantage.

Education

• Bachelor of Science (BSc) (Required)