Financial Adviser – Short Term Specialist

Posted Yesterday
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Klerksdorp, Dr Kenneth Kaunda District Municipality, North West, ZAF
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Advise customers on short-term insurance products, identify sales opportunities, conduct consultative selling, qualify prospects, build trusted customer relationships, and achieve sales results. The role requires customer-focused communication, sales data management, accountability, and the ability to work independently using a valid driver’s license and personal vehicle.
Summary Generated by Built In

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures 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.

The Old Mutual Story!

Skills Required

  • NQF Level 4 or 5 Higher, Advanced or Occupational Certificate, or equivalent
  • Appropriate insurance qualification, including FAIS and RE
  • More than 2 years of experience in the short-term insurance field
  • Valid driver's license
  • Access to a vehicle for work purposes
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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