Old Mutual

Financial Adviser – Short term Specialist

Old Mutual  •  Cape Town, ZA (Onsite)  •  16 hours ago
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Job Description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

06 August 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!

Old Mutual

About Old Mutual

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.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Johannesburg, ZA
Year Founded
Unknown
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