Financial Adviser – Short term Specialist at Old Mutual

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Cape Town Remote Full-time Mid Level

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Job Details

Status: Active
Category: Finance, Banking and Accounting
Posted: Jun 21, 2026
Expires: Sep 19, 2026
Work style: Remote

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About the Role

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 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

18 July 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!

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