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Team Leader: Tied Agent at Old Mutual South Africa

Old Mutual South Africa

About the job

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

To effectively lead and motivate the inbound sales consultants to ensure performance targets are achieved in with business values and culture

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 sucesses
  • Encourage employees to bring forth new ideas on training materials and content
  • Set up regular training sessions where current issues and obstacles can be discussed and resolved
  • Ensure that continuous feedback are noted down and used to improve current processes and systems
  • Identify 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 targets
  • Review 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 servicing
  • Ensure business growth targets are met through innovative sales techniques and superior servicing of portfolio clients
  • Manages overall portfolio profitability of team including claims ratios and cancellations

F – Business Management & Target Setting

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

G – Customer Relationship Management

  • Create and encourage a culture that emphasizes customer service and client priority
  • Continuously be on the lookout for changing client needs, anticipating new client requirements and aligning the proposed service offering accordingly
  • Ensure 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 Certificate
  • Appropriate Insurance – or Tertiary Qualification
  • FAIS Compliant in Non-life Commercial product category
  • Valid Drivers License and Own Reliable Transport
  • Minimum of 2 years’ in non-life insurance (primarily in
  • Commercial Underwriting)
  • 3 – 5 years’ experience in Direct sales providing business to customer (B2C) solutions


  • Customer Focused
  • Collaboration
  • Execution
  • Innovation
  • Leading with influence
  • Personal Mastery
  • Strategic



Closing Date

19 April 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!