Sales Consultant – Old Mutual
Vacancy Overview
Company: Old Mutual South Africa
Position: Sales Consultant-1
Job Requisition ID: JR-83473
Location: Johannesburg, Gauteng
Employment Type: Full-Time
Industry: Financial Services / Insurance
Experience Required: 2 years Short-Term Insurance experience
Minimum Qualification: Matric or NQF Level 4
Closing Date: 15 September 2026 at 23:59
Employment Equity: Appointment will be made from the designated group in line with Old Mutual South Africa’s Employment Equity Plan and the relevant business unit.
About Old Mutual
Old Mutual is a leading financial services organisation with a strong focus on supporting individuals, families and businesses across Africa. The organisation promotes the belief in the African opportunity and places value on diverse talent and the contribution that employees make towards its continued growth.
The Sales Consultant position forms part of Old Mutual’s sales environment and is focused on generating new business while maintaining relationships with existing customers. The successful candidate will be responsible for delivering quality sales service, identifying customer needs and recommending suitable insurance solutions while working towards agreed sales and quality targets.
Job Purpose
The primary purpose of the Sales Consultant role is to provide professional and effective sales service that contributes to the production of business from both new and existing sources.
The successful candidate will engage with customers telephonically, explain available products, provide quotations and guide customers through the sales process. The role requires a strong customer focus combined with the ability to work towards daily sales targets and maintain required quality standards.
Key Duties and Responsibilities
The Sales Consultant will be responsible for a range of sales and customer service activities, including:
- Handling incoming and outgoing sales calls according to predetermined schedules, campaigns and performance targets.
- Guiding customers telephonically through available products, pricing, terms and conditions.
- Providing customers with accurate and efficient quotations.
- Managing all allocated leads and working to agreed lead-to-quote and lead-to-sale ratios.
- Maintaining the required quote-to-sale ratio.
- Working scheduled shifts as required by the business.
- Achieving agreed daily sales targets.
- Maintaining a 90% Quality Assurance (QA) average across calls.
- Capturing customer information accurately and efficiently.
- Finalising customer calls at the point of contact whenever possible.
- Sending accurate policy documentation to customers within the required timeframes.
- Ensuring every customer interaction is handled professionally and in line with the organisation’s culture, products and quality standards.
- Managing time and workload effectively to ensure deadlines and sales targets are achieved.
- Maintaining strong knowledge of business products, campaigns, rules and conditions.
- Understanding customer needs and recommending the most appropriate solution based on the available product offering.
- Ensuring all customer information, sales activity and administrative requirements are handled accurately.
Minimum Requirements
Applicants interested in the Sales Consultant position should meet the following requirements:
Education
- Matric / Grade 12 or NQF Level 4 is required.
Experience
- A minimum of 2 years’ experience in Short-Term Insurance is required.
Additional Requirements
The advert also specifies:
- DOFA requirement.
- Applicant must be credit clear.
- Applicant must be criminal clear.
Candidates should ensure that they meet these requirements before applying, particularly the short-term insurance experience requirement.
Skills Required
The role requires a combination of sales, administrative, numerical and analytical capabilities. Relevant skills include:
- Computer literacy.
- Accounting knowledge.
- Action planning.
- Data analysis.
- Database reporting.
- Data compilation and interpretation.
- Evaluating information.
- Management reporting.
- Numerical aptitude.
- Strong oral communication.
- Professional presentation.
- Report review.
- Sales software knowledge.
- Statistical analysis techniques.
These skills will support the successful candidate in managing customer information, analysing sales-related data, communicating effectively and working efficiently within a target-driven sales environment.
Core Competencies
Old Mutual is looking for candidates who demonstrate the following competencies:
- Communicates Effectively – able to communicate clearly and professionally with customers and colleagues.
- Customer Focus – committed to understanding customer needs and delivering quality service.
- Decision Quality – able to assess information and make appropriate decisions.
- Ensures Accountability – takes ownership of responsibilities, targets and customer outcomes.
- Manages Complexity – able to work effectively when dealing with multiple customers, products, targets and processes.
- Optimizes Work Processes – looks for efficient ways to complete tasks and improve productivity.
- Plans and Aligns – manages workloads and activities according to business objectives and deadlines.
- Tech Savvy – comfortable using computer systems, sales software and digital tools required for the role.
Working Environment
This is a full-time position based in Johannesburg. The successful candidate must be prepared to work shifts according to the schedules established by the business.
Because the position involves handling sales calls, managing leads and working towards daily sales targets, candidates should be comfortable working in a performance-driven environment. Strong communication skills, resilience, organisation and the ability to maintain quality while meeting targets will be important.
Who Should Apply?
This opportunity is particularly suited to an experienced insurance sales professional who has a background in Short-Term Insurance and is confident communicating with customers over the telephone.
Applicants should be comfortable with sales targets, quotations, lead management, customer data, insurance products and working within established quality standards. Candidates who can combine strong customer service with commercial awareness and accurate administration may be well suited to the role.
Closing Date
Applications close on 15 September 2026 at 23:59.
Interested candidates should ensure that their applications are submitted before the deadline and that they meet the stated qualification, experience, clearance and DOFA requirements.
Important: 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 concerned.