Old Mutual is hiring a Consultant Life Sales Professional – Apply Now

Consultant Life Sales Professional

In today’s ever-evolving financial landscape, the role of a Consultant Life Sales professional stands out as a vital bridge between innovative financial products and the clients who need them. This position combines technical expertise, analytical acumen, and interpersonal skills to deliver tailored life insurance and financial planning solutions that meet the unique needs of each client.

At its core, the Consultant Life Sales role is about providing specialist knowledge to support business development and achieve measurable sales targets. This professional is expected to implement account development strategies and execute well-structured business plans focused on medium-sized accounts. Their work contributes directly to the organization’s growth, customer satisfaction, and compliance standards.

A Data-Driven Approach to Sales Excellence

One of the key pillars of this role is data collection and analysis. Consultants are responsible for independently gathering and interpreting data using established tools and methods. This analytical approach enables them to identify trends, evaluate customer needs, and formulate strategic insights that drive business success.

Using these insights, they generate standard reports to support internal decision-making and client advisories. Whether compiling financial summaries or preparing moderately complex documents, the Consultant plays a crucial role in ensuring data is clear, relevant, and actionable.

Also Read: External Project Mid-Term Evaluation Consultancy Opportunity – Apply Now

Client Engagement and Relationship Building

Building strong relationships with clients is another cornerstone of this role. Consultants make regular calls and visits to assigned customers, ensuring continued engagement and satisfaction. They serve as the first point of contact for client queries and complaints, resolving issues efficiently or referring them to the relevant department when necessary.

In addition to maintaining relationships, Consultants also offer financial planning and advice, particularly for more complex client scenarios. Their understanding of client goals, financial landscapes, and available products allows them to recommend life insurance and investment options that are both effective and compliant.

Operational Excellence and Compliance

Consultants are expected to operate with a clear understanding of the organization’s policies, procedures, and regulatory standards. They ensure full operational compliance in all their activities, seeking managerial approval for any deviations from standard procedures. This adherence safeguards the organization’s reputation while building trust with clients.

They also support routine sales operations, contributing to the overall efficiency of the team by delivering support services that align with company goals and customer expectations.

Continuous Learning and Capability Development

A standout feature of this role is the emphasis on personal and professional development. Consultants are encouraged to engage in formal and informal learning opportunities, from attending conferences to reading industry publications. This focus on growth helps them stay current with technology trends, regulatory changes, and industry best practices.

Equipped with strong skills in data analysis, financial planning, sales software, and professional communication, the Consultant Life Sales professional is poised to make a significant impact.

Key Competencies and Qualifications

The ideal candidate embodies a range of competencies including:

Effective communication
Customer focus
Decision-making quality
Accountability
Complexity management
Workflow optimization
Strategic planning
Technological savvy

The role typically requires a minimum educational qualification of NQF Level 2 or 3, reflecting a foundation of knowledge combined with a strong emphasis on practical skills.

Closing Date for Applications: 21 May 2025 at 23:59