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Financial Adviser – Short Term Specialist (Klerksdorp)

KlerksdorpOn-siteFull-time

AI Summary

Financial Adviser specializing in short-term insurance, responsible for consultative selling, customer relationship management, and direct sales within the Old Mutual Life Assurance South Africa business unit.

About this role

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

19 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.

The Old Mutual Story!

Skills

Consultative SellingCustomer ServiceDirect SellingFAIsIdentifying Sales OpportunitiesNQF Level 4NQF Level 5Probing QuestionsQualifying ProspectsRESales Data ManagementSales SoftwareShort Term InsuranceStrategic SellingStrengthening Customer Relationships

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