Commercial Sales Agent – Durban | Job Summary and Application Guide
Position Overview
Role: Commercial Sales Agent / Commercial Sales Specialist
Location: Durban
Company: Old Mutual Limited
Business Unit: Old Mutual Insure
Employment Type: Full Time
Job Requisition ID: JR-79534
Closing Date: 29 June 2026
Old Mutual Insure is offering an exciting career opportunity for a motivated and experienced Commercial Sales Specialist to join their Durban branch. This role is designed for an individual who has a passion for sales, customer relationship management, and delivering insurance solutions that meet the needs of commercial clients.
The Commercial Sales Agent will play an important role in growing the company’s insurance portfolio by identifying new business opportunities, maintaining existing customer relationships, and providing quality service throughout the customer journey. The successful candidate will be responsible for achieving sales targets, developing client relationships, and ensuring that customers receive suitable non-life insurance solutions that provide value and long-term protection.
This position requires a professional who understands the insurance environment, is confident in engaging with clients, and has the ability to identify opportunities through networking, prospecting, referrals, and direct sales activities. The successful candidate should be driven by results, committed to customer excellence, and able to work independently while contributing positively to the wider team.
Main Purpose of the Role
The main purpose of the Commercial Sales Agent role is to provide specialist insurance knowledge and execute effective account development strategies to achieve commercial sales targets. The role focuses on generating new business, increasing portfolio growth, and maintaining profitable relationships with existing clients.
The successful candidate will provide direct sales services that contribute to the growth and profitability of Old Mutual Insure. This includes understanding client requirements, assessing risks, recommending appropriate insurance products, and ensuring that customers receive professional support throughout their relationship with the company.
The Commercial Sales Agent will manage the complete customer experience by providing first-line support, resolving queries, assisting with policy changes, supporting renewal discussions, and ensuring that customer expectations are met. The role requires a balance between achieving sales objectives and delivering exceptional service that builds trust and customer loyalty.
Key Responsibilities
The Commercial Sales Agent will be responsible for identifying and converting business opportunities through proactive sales activities. This includes developing strategies to grow a personal insurance portfolio and creating opportunities for future business growth.
Key responsibilities include:
- Prospecting for new commercial clients through networking, cold calling, referrals, and direct marketing activities.
- Building and maintaining a strong pipeline of potential customers.
- Developing and implementing account development strategies to achieve sales targets.
- Selling suitable non-life insurance products based on client needs and risk profiles.
- Conducting detailed risk evaluations to understand customer requirements and provide appropriate solutions.
- Identifying cross-selling and up-selling opportunities across available insurance products.
- Maintaining agreed quotation volumes and achieving required quote-to-sales conversion ratios.
- Managing existing customer relationships to improve retention and portfolio profitability.
- Conducting renewal discussions and ensuring continued customer engagement.
- Providing professional after-sales service to support customer satisfaction.
- Handling customer queries, complaints, and escalated issues within required turnaround times.
- Ensuring all sales activities comply with FAIS requirements, company policies, and governance standards.
The role also requires effective time management and planning to ensure that sales activities, customer engagements, administrative responsibilities, and performance targets are completed successfully.
Customer Service and Relationship Management
Providing excellent customer service is a key responsibility of the Commercial Sales Agent. The successful candidate must place customers at the centre of all business decisions by understanding their needs and offering solutions that provide security, value, and peace of mind.
The candidate will be expected to build strong relationships with clients by maintaining regular communication, responding promptly to queries, and ensuring that service level agreements are achieved or exceeded. Strong relationship management skills will help improve customer retention and encourage long-term business partnerships.
The Commercial Sales Agent will also work closely with internal teams such as underwriting, pricing, and claims departments to improve processes and create a smoother customer experience. Collaboration across departments is essential to ensuring that customers receive efficient and consistent service.
Minimum Requirements
Qualifications:
- Grade 12 / Matric or equivalent qualification
- NQF Level 5 Higher, Advanced, or Occupational Certificate or equivalent
- Appropriate insurance qualification
Experience Requirements:
- Minimum of 2 years’ experience in non-life insurance
- Minimum experience in direct sales
- More than 2 years’ experience in customer service
- FAIS compliant in Non-Life Commercial Product Category
Candidates should have practical experience in insurance sales, client engagement, portfolio management, and achieving business development targets.
Skills and Technical Knowledge Required
The ideal candidate should have strong commercial awareness, sales capability, and the ability to analyse client information to provide appropriate insurance solutions.
Important skills required include:
- Client relationship management
- Sales planning and execution
- Customer service delivery
- Computer literacy
- Data analysis and interpretation
- Database reporting
- Professional presentations
- Numerical ability
- Communication skills
- Sales software knowledge
- Report preparation and review
- Information evaluation
The ability to understand customer needs, identify risks, and recommend appropriate insurance products will be essential for success in this position.
Behavioural Competencies
The successful candidate should demonstrate strong personal and professional behaviours aligned with Old Mutual’s values.
Customer Focus
The ability to prioritise customer needs, improve service delivery, and create meaningful value for clients.
Collaboration
The ability to build trusted relationships, work effectively with teams, and create positive partnerships across different business areas.
Leading with Influence
The ability to communicate confidently, encourage others, and influence positive outcomes through professional engagement.
Innovation
The ability to think creatively, identify new sales opportunities, and develop solutions that improve customer experiences.
Personal Mastery
A commitment to continuous learning, personal development, resilience, and adapting to changing business environments.
Execution
The ability to remain focused, achieve targets, demonstrate accountability, and consistently deliver quality results.
Application Strengths to Highlight
Applicants should highlight experience and achievements related to:
- Commercial insurance sales.
- Building and maintaining client portfolios.
- Achieving sales targets and business growth objectives.
- Prospecting and generating new business opportunities.
- Managing customer relationships.
- Providing insurance advice and solutions.
- Handling customer queries and complaints.
- Working within compliance and governance requirements.
- Delivering excellent customer service.
The Commercial Sales Agent opportunity is ideal for an ambitious sales professional who wants to build a successful career within the insurance industry. Candidates who demonstrate strong sales ability, customer focus, resilience, and a passion for helping businesses protect their assets will be well positioned for success in this role.