Financial Adviser – Short Term Specialist

Old Mutual; Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual in Durban is seeking a Financial Adviser – Short Term Specialist with FAIS and RE qualifications. You will use consultative selling to identify insurance opportunities and build trust with clients in the short-term space.

Applicants should have an NQF Level 5 qualification (or equivalent), at least 2 years’ experience in short-term insurance, a valid driver’s license, and access to a vehicle for work. This role requires customer-focused professionals who drive results.

Qualifications

• NQF Level 4 or 5 - Higher, Advance or Occupational Certificate or equivalent
• Appropriate insurance qualification (FAIS and RE)
• More than 2 years’ experience working in Short Term Insurance field
• Valid Drivers License
• Access to a vehicle for work purposes

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

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

Job description

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

• NQF Level 4 or 5 - Higher, Advance or Occupational Certificate or equivalent
• Appropriate insurance qualification (FAIS and RE)
• More than 2 years’ experience working in Short Term Insurance field
• Valid Drivers License
• Access to a vehicle for work purposes

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

30 March 2027 , 23:59

Financial Adviser – Short Term Specialist Durban