Short-Term Insurance Adviser | Consultative Sales Pro

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

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.