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17.07.2024
Financial Advisor Port Elizabeth
Gqeberha
... gaps and sales opportunities within the middle-high and affluent market. Structuring and implementing focused campaigns with new or existing clients in the defined market. Requesting active and ongoing leads and referrals from others. Monitoring and respond to client activities such as ...
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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 ...
More »
Sanlam Limited
17.07.2024
Financial Advisor Port Elizabeth
Gqeberha
... gaps and sales opportunities within the middle-high and affluent market.Structuring and implementing focused campaigns with new or existing clients in the defined market.Requesting active and ongoing leads and referrals from others.Monitoring and respond to client activities such as maturities, ...
More »
Sanlam Limited
17.07.2024
Financial Advisor
Gqeberha
... Sanlam is a purpose-led financial services group headquartered in South Africa, with a presence in Port Elizabeth. We have a legacy of over a century in the financial services industry and operate across selected global markets. At Sanlam, we offer a unique environment where innovation thrives ...
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Sanlam
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