Financial Adviser – Short Term Specialist - Cape Town at Old Mutual

The role at a glance is to provide specialist Short Term Insurance knowledge and quality direct sales service that results in the production of business from new and existing sources, which contributes to the profitability and growth of the company, through the effective delivery of sales targets.  Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Qualifications and Experience:

• Senior Certificate (Matric / Grade 12/ NQF 4)
• 24 months' experience in Short Term Insurance
• Appropriate insurance qualification (FAIS and RE5)
• Class of business/CPD points
• Criminal clear

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

06 August 2026