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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Manage a sales team of Tied Agents in their designated area(s). They contribute towards the leadership, direction and sales targets for these Tied Agents in the specific provinces. They are accountable for the sales targets and profitability of the team over periods of up to a year.

A - Risk Management

Ensure that all policies, processes, controls and procedures are well communicated, understood and followed by agents within own region.Keep agents up to date with changes to any policies, processes, controls and procedures.Communicate and train tied-members on consequences of failure to adhere to required policies and procedures.Continuously emphasize the importance of compliance to legislations, governance and company policies.

B - People Development & Management

Nurture a culture of high performance through initiating performance development discussions with Tied Agents and setting up actionable plans.Manage poor performance through direct communication and following company standards where matters need to be escalated.Act as first point of contact for any team complaints and problems within mandated area

C – Mentorship & Training

Foster good relationships with tied agents and set up regular check-ins to manage queries, concerns and celebrating sucessesEncourage employees to bring forth new ideas on training materials and contentSet up regular training sessions where current issues and obstacles can be discussed and resolvedEnsure that continuous feedback are noted down and used to improve current processes and systemsIdentify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.

D – Sales Target Achievement

Track sales, sale performance, and cancellations for the Tied Agent team in own area against required targetsReview individual Tied Agent performance, ensuring that agreed market segments, productivity, service levels and quality metrics are met.

E – Portfolio Management

Take ownership of achieving business profitability growth targets through meeting client expectations within agreed service levels for sales and servicingEnsure business growth targets are met through innovative sales techniques and superior servicing of portfolio clientsManages overall portfolio profitability of team including claims ratios and cancellations

F – Business Management & Target Setting

Provide input on strategic initiatives to increase tied effectivesAssist with transparent communication, implementation and change support to changes in the strategy and operations impacting tied agentsWhere necessary assist tied agents during sales or complaint interactions

G – Customer Relationship Management

Create and encourage a culture that emphasizes customer service and client priorityContinuously be on the lookout for changing client needs, anticipating new client requirements and aligning the proposed service offering accordinglyEnsure that while resolving customer complaints and advising client specific solutions Tied Agent’s statutory and legislative knowledge is always up to date and that all actions falls within the governance requirements

H – Business Development

Identify, manage and create new and coordinated business possibilities for the managed area with the aim to expand the existing market.Continuously explore alternative market segmentations within area/region.

Experience, knowledge & skills required

Grade 12 or National Senior CertificateAppropriate Insurance – or Tertiary QualificationFAIS Compliant in Non-life Commercial product categoryMinimum of 2 years’ in non-life insurance (primarily inCommercial Underwriting)3 – 5 years’ experience in Direct sales providing business to customer (B2C) solutions

Competencies

Customer FocusedCollaborationExecutionInnovationLeading with influencePersonal MasteryStrategic

Skills

Competencies

Education

Closing Date

14 April 2025 , 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.

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