Sales Agent at Old Mutual Kenya
Let’s Write Africa’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Sales
Sales – Offer clients the Estate planning products once the will is complete
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Information and Business Advice
Resolve queries from internal or external customers providing information on complex processes and the related policies, referring issues to others where necessary.
Document Preparation
Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software
Customer Relationship Management / Account Management
Make calls (by telephone) to allocated customers to maintain and strengthen new and existing relationships. Act as a first point of contact for assisting clients with drafting their will.
Sales
Sales – Offer clients the Estate planning products once the will is complete
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education.
Skills
Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education
NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
22 April 2026 , 23:59
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 in question.
The Old Mutual Story!
