Financial Adviser – Short Term Specialist

Old Mutual Limited

Financial Adviser specializing in short term insurance services with a focus on building customer trust and sales. Role involves consultation, strategy development, and client relationship management.

Posted 7/24/2026full-timeBallito • 🇿🇦 South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in short term insurance sales, customer relationship management, and strategic selling. Proficient in consultative selling techniques and managing sales data through software solutions.

Highest-signal resume keywords

Short Term Insurance ExperienceInsurance Qualification (FAIS and RE)Sales Data ManagementConsultative SellingCustomer Relationship Building

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategiesSales Data ManagementIdentifying Sales OpportunitiesDirect SellingConsultative Selling

Soft Skills

Building TrustCustomer-FocusedOral CommunicationsProbing QuestionsQualifying Prospects

Tools & Technologies

Sales Software

Certifications & Qualifications

NQF Level 4 or 5FAISRE

Industry Keywords

Short Term InsuranceCustomer ServiceSales Targets

About the role

Key responsibilities & impact

Financial Adviser offering short term insurance products
Building and maintaining customer relationships
Conducting consultations to understand client needs
Developing sales strategies to meet targets
Managing sales data through software solutions

Requirements

What you’ll need

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

Benefits

Comp & perks

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