Impactful Short-Term Insurance Financial Adviser

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

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.