Clerk Semana Santam Insurance Old Mutual Jobs in Klerksdorp | 10

... insurance portfolio. Conduct a comprehensive risk evaluation for the client. Identify and action on cross&up selling opportunities across all products. Sell according to agreed targets for the day, week and month. Maintain an agreed NTU – and Cancellation ratio. Job Requirements: Minimum of 2 ...

... Santam sales strategy&business plan in line with the regions Targets. Establish and manage strong relationships with brokers including business managers. Growth and profitability of allocated broker portfolio. Working with brokers in developing a business plan to grow business. Assist in ...

... insurance companies. 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. Skills Education Bachelors ...

... Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led. What is required of you? Provide appropriate financial advice, in line with the customer’s resources and financial goals, to ...

... insurance companies. 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. Skills Education Bachelors ...