Financial Adviser – Short Term Specialist

Old Mutual Limited; Klerksdorp; On-site; ZAR 201,000 - 335,000; Full time

Job summary

Old Mutual Limited in Klerksdorp is seeking a Financial Adviser – Short Term Specialist to provide expert guidance on short-term insurance products and client protection. You will assess needs, present suitable solutions, and build lasting relationships.

The role requires FAIS/RE qualifications, NQF Level 5 or equivalent, and at least two years of short-term insurance experience. A valid driver's license and access to a vehicle are also essential.

Qualifications

• NQF Level 5 or equivalent.
• FAIS and RE insurance qualification.
• 2+ years’ experience in short-term insurance.
• Valid Drivers Licence and vehicle access.

Responsibilities

• Provide short-term insurance advisory to clients.
• Identify sales opportunities and build trust with customers.
• Consult with clients to determine needs and close suitable solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Education

NQF Level 5

FAIS/RE Certification

Tools

Sales Software

Job description

Financial Adviser – Short Term SpecialistOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Financial Adviser – Short Term SpecialistApply: Klerksdorp: Full time: Posted Today: JR-84683**Let's Write Africa's Story Together!**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### **Competencies**Action Oriented### ### Balances Stakeholders### ### Builds Networks### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Drives Results### ### Ensures Accountability**Education**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**29 October 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.***