Financial Adviser – Short Term Specialist

Pivot Services; Durban; On-site; ZAR 360,000 - 540,000; Full time

Job summary

Old Mutual in Durban seeks a Financial Adviser – Short Term Specialist to provide expert guidance on short-term insurance products and build lasting client relationships.

With a FAIS/RE qualification and 2+ years in short-term insurance, you will identify sales opportunities, conduct needs analysis, and deliver outstanding service. Valid driver's license and access to a vehicle are required.

Qualifications

• Experience in short term insurance sales and advisory.
• Valid driver's license and access to a vehicle for work.
• Relevant insurance qualifications (FAIS/RE) if applicable.

Responsibilities

• Provide short term insurance advice and product recommendations.
• Build trusted relationships with clients through consultative selling.
• Identify sales opportunities and close new business.
• Deliver excellent customer service and maintain records.

Skills

Consultative selling

Customer focus

Direct selling

Sales data management

Identifying sales opportunities

Probing questions

Oral communications

Qualifying prospects

Customer service

Building trust

Education

FAIS and RE qualification

NQF Level 4/5 or higher

Job description

Financial Adviser – Short Term Specialist

Old Mutual

calendar_month Date added 30 October 2026

Source and closing date checked Employer, application source and closing date checked before publication.

About the Role

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 Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives...

Qualifications and Experience

• experience working in Short Term Insurance field Valid Drivers License Access to a vehicle for work purposes Skills Building Trust, Consulta...

Employment Details

Employment type Full time

Location Durban

Employer Old Mutual

Closing date 30 March 2027