Old Mutual is a distinguished and longstanding financial services group with a rich heritage that spans over 175 years. Guided by a vision to be the most trusted financial services partner in Africa, Old Mutual delivers products and services that create sustainable financial wellbeing across generations.
We are proud to be an organization that believes in the potential of Africa, and our diverse workforce is a reflection of that belief. Through our operations across multiple countries on the continent, we actively contribute to economic development and community empowerment by delivering solutions tailored to our customers’ needs.
As part of our continuous growth and commitment to service excellence, Old Mutual invites dynamic, results-oriented, and self-driven individuals to apply for the position of Tele Sales Agent (SWM). This position is based in Nairobi and is offered on a full-time, temporary basis.
This is a compelling opportunity for individuals looking to work with a reputable company, hone their skills in sales and customer engagement, and become part of a vibrant and professional team.
About the Role: Tele Sales Agent (SWM)
Location: Nairobi
Time Type: Full Time
Position Type: Temporary
Job Requisition ID: JR-67905
Closing Date: 26 June 2025, 23:59 EAT
Job Purpose
The Tele Sales Agent (SWM) plays a pivotal role in the acquisition and retention of clients through outbound and inbound telesales. The incumbent will be responsible for promoting and selling Old Mutual’s products and services via telephone, contributing directly to the company’s business objectives in customer growth, satisfaction, and revenue generation.
This position is ideal for individuals with a passion for communication, relationship-building, and sales. The Tele Sales Agent will be responsible for creating a positive customer experience, understanding client needs, and delivering tailored financial solutions over the phone.
Key Responsibilities
- Client Engagement and Product Promotion
- Initiate outbound calls to prospective clients to promote Old Mutual’s products and services, especially savings and wealth management (SWM) solutions.
- Respond promptly and professionally to inbound inquiries and requests from potential or existing customers.
- Accurately explain the features and benefits of various financial products to clients, ensuring a thorough understanding before proceeding with sales.
- Provide excellent service that meets the standards of Old Mutual and complies with internal sales scripts, regulatory frameworks, and company policies.
- Sales Execution and Revenue Generation
- Meet or exceed daily, weekly, and monthly sales targets as set by the team leader or sales manager.
- Close sales efficiently over the phone, ensuring all relevant customer data and sales processes are properly documented.
- Actively follow up on leads and callbacks to convert prospects into paying customers.
- Upsell or cross-sell additional financial products when appropriate to drive value for both the client and the company.
- Customer Service and Retention
- Deliver a high-quality customer experience to build client loyalty and improve customer retention.
- Handle any objections or concerns raised by customers in a calm, respectful, and solutions-oriented manner.
- Ensure any complaints are escalated appropriately and resolved efficiently to maintain customer satisfaction.
- Administrative Duties and Reporting
- Accurately capture customer data and update the customer relationship management (CRM) system after every interaction.
- Generate daily reports on call activity, conversion rates, and client feedback to aid performance reviews and improve service delivery.
- Assist in compiling market intelligence from client feedback to inform product development and sales strategies.
- Team Collaboration and Continuous Improvement
- Participate in regular team meetings, training sessions, and performance reviews.
- Share insights and suggestions on improving telesales strategies and processes.
- Keep up to date with the latest product updates, market trends, and sales techniques.
- Demonstrate a commitment to continuous personal development and professional growth in the telesales space.
Skills and Competencies Required
To excel in this role, a candidate must possess the following skills and behavioral competencies:
- Excellent Communication Skills: Ability to clearly articulate product benefits, handle objections, and communicate persuasively.
- Strong Interpersonal Skills: Proven ability to build rapport and trust with clients over the phone.
- Sales Acumen: Demonstrated flair for selling, negotiation, and meeting targets in a fast-paced environment.
- Customer Orientation: A commitment to providing exceptional service that puts the customer’s needs first.
- Time Management: Ability to prioritize tasks effectively and manage a high volume of calls within strict timelines.
- Attention to Detail: Accuracy in capturing and recording client information and managing sales documentation.
- Resilience: High tolerance for rejection and the persistence to follow through on leads and sales objectives.
- Team Player: Willingness to collaborate with colleagues, share insights, and support a positive team environment.
Education Requirements
While specific academic qualifications are not listed in the job requisition, Old Mutual expects that applicants demonstrate the capacity to understand financial products, sales processes, and communication techniques, typically achieved through relevant training or experience in telesales, customer service, or financial services.
Who Should Apply?
This opportunity is open to individuals who are looking for a temporary role that provides exposure to one of Africa’s leading financial institutions. Whether you are a recent graduate looking to start your career or a professional seeking short-term engagement with long-term potential, this role offers a platform to grow your sales abilities, gain hands-on experience in financial products, and build your professional network.
It is particularly suited to those who:
- Are passionate about sales and financial services
- Possess strong communication and persuasion skills
- Are motivated by meeting and exceeding targets
- Have experience in telesales or customer service (an added advantage)
- Are available for a full-time role and ready to work from our Nairobi office
Why Join Old Mutual?
At Old Mutual, we don’t just offer jobs; we offer careers. As a Tele Sales Agent, you will:
- Work with a supportive and experienced team that values your growth
- Gain first-hand exposure to a leading brand in the African financial services sector
- Benefit from on-the-job training, coaching, and performance incentives
- Participate in a dynamic, purpose-driven work environment
- Contribute to a company committed to ethical business practices and social responsibility
Even though this is a temporary role, high performers may be considered for other permanent positions or internal opportunities within the broader Old Mutual network.
Important Application Information
Interested candidates are encouraged to apply before the closing deadline: 26 June 2025, 23:59 EAT. Applications submitted after this date may not be considered. Due to the high volume of applications, only shortlisted candidates will be contacted.
If you meet the criteria above and are ready to take your next step in sales and customer service, we look forward to hearing from you.
