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Established Financial Advisor (Newcastle)
Established Financial Advisor (Newcastle)Old Mutual • Newcastle, KwaZulu-Natal, South Africa
Established Financial Advisor (Newcastle)

Established Financial Advisor (Newcastle)

Old Mutual • Newcastle, KwaZulu-Natal, South Africa
1 day ago
Job description

Job title : Established Financial Advisor (Newcastle)

Job Location : KwaZulu-Natal, Newcastle

Deadline : December 30, 2025

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities

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

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
  • CollaboratesCommunicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability
  • Education

  • NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
  • Sales / Retail / Business Development jobs
  • #J-18808-Ljbffr

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    Financial Advisor • Newcastle, KwaZulu-Natal, South Africa

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