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Yesterday
Senior Sales Consultant
Gqeberha
... Manager make and deliver presentations to brokers to ensure alignment of broker and insurer goals and objectives and clearly present the economic result of the business relationship between the two parties.Ensure statutory and legislative knowledge is always current in order to resolve broker ...
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Old Mutual Insure Limited
17.07.2024
Financial Advisor Port Elizabeth
Gqeberha
... consultations and sales Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. Conduct a ...
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Sanlam Limited
17.07.2024
Financial Advisor Port Elizabeth
Gqeberha
... consultations and salesEnsure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.Conduct a ...
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Sanlam Limited
20.07.2024
Broker Administrator - Port Elizabeth
Gqeberha
... managers, BDs and advisors and ensure these remain up to date. Ensure all branch training registers are updated and filed on a monthly basis. Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval. 2. New Business Processing: Capture and attach ...
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Sanlam Limited
20.07.2024
Broker Administrator - Port Elizabeth
Gqeberha
... managers, BDs and advisors and ensure these remain up to date. Ensure all branch training registers are updated and filed on a monthly basis. Complete adviser and manager termination forms accurately and submit them to Branch Manager for approval. 2. New Business Processing: Capture and attach ...
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Sanlam Limited
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