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Old Mutual Limited

Financial Adviser – Short Term Specialist

Old Mutual Limited

Financial Adviser providing personal financial advice regarding short-term insurance. Building a client base and offering tailored financial solutions based on their goals and needs.

Posted 7/18/2026full-timeDurban • 🇿🇦 South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core 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

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Applicant Tracking System Keywords

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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)