Apply For Commercial Sales Agent Jobs At Old Mutual
Commercial Sales Agent Jobs at Old Mutual provide an excellent opportunity for individuals who are passionate about sales, customer relationship management, and financial services. These positions are ideal for candidates who enjoy working with clients, building meaningful business relationships, and helping customers achieve their financial goals. Successful candidates for the Commercial Sales Agent Jobs will be responsible for executing sales strategies, managing customer accounts, providing financial advice, and contributing towards achieving business targets within one of Africa’s leading financial services organisations.
Position Details
- Position: Commercial Sales Agent Tied-3
- Company: Old Mutual South Africa
- Job Type: Full-Time
- Location: Cape Town, Western Cape
- Industry: Financial Services
- Functional Area: Sales and Account Management
- Job Requisition ID: JR-80327
- Minimum Qualification: NQF Level 5 – Higher, Advanced or Occupational Certificate (or equivalent)
- Closing Date: 29 June 2026 at 23:59
Requirements
To qualify for the Commercial Sales Agent Jobs, applicants should have:
- NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent qualification
- Knowledge of sales and customer relationship management principles
- Understanding of financial advisory processes
- Ability to interpret and apply policies and procedures
- Ability to work within regulatory and compliance requirements
- Strong analytical and problem-solving abilities
- Ability to achieve business and sales targets
- Willingness to participate in continuous learning and development
Skills Required
Applicants for the Commercial Sales Agent Jobs, should demonstrate:
- Action planning
- Client management
- Computer literacy
- Data analysis
- Database reporting
- Data compilation
- Data interpretation
- Evaluating information
- Management reporting
- Numerical aptitude
- Oral communication
- Professional presentation
- Report review
- Sales software proficiency
- Statistical analysis techniques
- Customer service orientation
- Relationship-building abilities
Key Responsibilities
- Conduct research using primary data sources to identify key trends and insights
- Provide specialist advice on the interpretation and application of policies and procedures
- Resolve customer queries and escalate complex matters where necessary
- Edit and prepare documents in accordance with organisational standards
- Coordinate the completion of reports and analytical information
- Develop and implement relationship management plans for customer accounts
- Build relationships with key decision-makers and influencers
- Gather customer feedback and recommend service improvements
- Facilitate the financial advice process for designated client segments
- Sell products and services while following standard sales protocols
- Provide support to the sales team where required
- Ensure compliance with organisational policies, procedures, and regulatory requirements
- Identify and report non-compliance issues appropriately
- Participate in training, coaching, and professional development activities
- Stay informed about industry trends, regulations, and best practices
Why Apply
- Join one of Africa’s leading financial services organisations
- Build a rewarding career within the financial services sector
- Gain experience in sales and account management
- Develop expertise in financial advisory services
- Access ongoing learning and development opportunities
- Enhance your professional and interpersonal skills
- Work within a diverse and inclusive environment
- Enjoy opportunities for career growth and advancement
Important Notes
- Closing Date: 29 June 2026 at 23:59
- Appointments will be made from designated groups in line with Old Mutual South Africa’s Employment Equity Plan and the relevant business unit requirements
- Only shortlisted candidates will be contacted
- Candidates should ensure that all application information is accurate and complete
- Continuous learning and professional development form an important part of this role