FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.

Financial Adviser – Short Term Specialist
Old Mutual LimitedFinancial Adviser providing personal financial advice regarding short-term insurance. Building a client base and offering tailored financial solutions based on their goals and needs.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personal financial advice in the short-term insurance sector, with a strong focus on building and maintaining client relationships. Proficient in consultative selling and identifying clients' financial goals to tailor effective solutions.
Highest-signal resume keywords
Short Term Insurance ExperienceConsultative SellingCustomer ServiceSales Data ManagementOral Communications
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Building TrustCustomer-FocusedCustomer UnderstandingIdentifying Sales OpportunitiesProbing QuestionsQualifying ProspectsStrategic SellingStrengthening Customer Relationships
Tools & Technologies
Sales Software
Certifications & Qualifications
Valid Drivers License
About the role
Key responsibilities & impact- Provide personal financial advice to clients regarding short-term insurance
- Build and maintain relationships with clients
- Identify clients' financial goals and objectives to tailor solutions
Requirements
What you’ll need- 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
Benefits
Comp & perks- NQF Level 4 or 5 - Higher, Advance or Occupational Certificate or equivalent
- Appropriate insurance qualification (FAIS and RE)