Established Financial Advisor
5 hours ago
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
-
Senior Financial Advisor: Grow New Business
5 hours ago
Newcastle, South Africa Old Mutual Full timeA leading financial services organization is seeking an Established Financial Advisor in Newcastle to champion customers' financial goals. The advisor will be responsible for acquiring new business and expanding sales with existing clients. Strong consultative selling skills, along with an NQF Level 5 qualification, are essential for this role. Ideal...
-
Newcastle, South Africa Old Mutual Full timeA leading insurance company in Newcastle is seeking dynamic individuals to become Financial Advisors. The role involves identifying customers' financial needs and providing sound advice to help them achieve their lifetime goals. The ideal candidates are self-motivated with a passion for entrepreneurship. A qualification of NQF Level 5 or equivalent is...
-
Aspiring Financial Adviser
4 days ago
Newcastle, South Africa Old Mutual Full timeOverview Let\'s Write Africa\'s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa\'s leading insurance companies. The role at a glance is...
-
Customer Advisor
2 weeks ago
Newcastle, South Africa NAB Full timeBranch Customer Advisor Banking Glendale Are empowered to make a positive difference for customers and communities Given the opportunity to learn grow and achieve. Deliver a seamless consistent and tailored customer experience every day Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset...
-
Branch Financial Adviser
3 weeks ago
Newcastle, South Africa Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for...
-
Entry-Level Financial Planner
6 hours ago
Newcastle, South Africa Sanlam Full timeA financial services company is seeking a full-time Financial Adviser in Newcastle, KwaZulu-Natal. You will provide comprehensive financial planning and advisory services, focusing on retirement planning and investment advice. Key responsibilities include client meetings, assessing financial goals, and tailoring financial plans. The ideal candidate should...
-
Newcastle, South Africa Old Mutual Full timeA financial services organization in KwaZulu-Natal seeks an experienced sales professional to provide product advice and maintain customer relationships. Candidates should have at least 3 years of sales experience, a valid driver's license, and strong communication skills. The role involves customer service, solutions analysis, and business development...
-
Newcastle, KwaZulu-Natal, South Africa iMasFinance Co-operative Full time R40 000 - R60 000 per yearJob PurposeiMas Insurance Brokers is looking for Independent Insurance Sales Agent within Newcastle areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently.Job Specifications iMas Insurance Brokers...
-
MFC Salaried Financial Advisor
4 days ago
Newcastle, South Africa Old Mutual Full timeLet\'s Write Africa\'s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Requirements: Skills, Qualifications and Experience required Grade 12 (Matric). Valid Driver’s licence and Own Car FAIS Compliance Clear criminal and credit check Minimum of 3 years working experience...
-
Remote Underwriting Assistant
1 week ago
Newcastle, South Africa The Legends Agency Full timeAn established industry player is looking for a detail-oriented Underwriting Assistant to support their underwriting team. This role involves managing loan applications, conducting due diligence, and ensuring compliance with regulatory standards. The ideal candidate will thrive in a fast-paced environment, possess strong communication skills, and have a...