What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The position heads up the Short Term insurance (STi) channel within SFP. The role is responsible to establish, structure and grow this channel including;
Create and
Job Summary
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the se
Job Outputs:
Selling of life assurance and funeral policies
Conducting clients needs analysis
Following up on leads
Servicing new and existing members
Quality control of new busine
Job Outputs:
Selling of life assurance and funeral policies
Conducting clients needs analysis
Following up on leads
Servicing new and existing members
Quality control of new busine
Job Outputs:
Selling of life assurance and funeral policies
Conducting clients needs analysis
Following up on leads
Servicing new and existing members
Quality control of new busine
Purpose of the role
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch cont
Purpose of the role
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch cont
KEY RESPONSIBILITIES:
Asset Management
Record, retire, transfer, edit, and update assets in the asset register as per approved requests
Manage asset inquiries promptly and professionally
Purpose of the role
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch cont
What will you do?
Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
Creating op
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and