Commercial Sales Agent-1

Old Mutual Open · verified Sep 25, 2026

Cape Town Full-time Mid-level Account Executive

At a glance

Mid-level Account Executive role at Old Mutual. Cape Town · full-time.

Pay not stated

RoleAccount Executive

SeniorityMid-level

LocationCape Town

EmploymentFull-time

PostedSep 14, 2026 · 11d ago

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Build account plans for existing customers, connect with decision-makers, and resolve account issues
Research primary data, interpret trends, and turn findings into analytics and management reports
Sell straightforward products and services while following established sales procedures
Handle financial advice for a defined client segment in line with customer goals and values
Apply company policies and regulatory codes, escalating compliance problems when needed

What you bring

A higher, advanced, or occupational certificate at NQF Level 5, or an equivalent qualification
Working ability with sales software, database reporting, data analysis, and statistical techniques
Clear client communication, professional presentation, numerical reasoning, and account management skills

Who this fits

You’ll suit a mid-level commercial sales role combining account management, direct selling, financial advice, reporting, and compliance. The position is full time and based in Cape Town, South Africa. It also suits someone prepared to keep building capabilities through training, coaching, ongoing education, and relevant professional accreditation.

From the employer

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

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

Responsibilities

Data Collection and Analysis

Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Document Preparation

Edit document in line with organizational style guidelines and prepare information for publication.

Insights and Reporting

Prepare and coordinate the completion of various data and analytics reports.

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Financial Advice

Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.

Sales

Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

Operational Compliance

Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Action Planning, Client Management, 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

Builds Networks

Business Insight

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Plans and Aligns

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 September 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!