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25.07.2024
Sanlam Financial Adviser: Escarpia Bluestar (Nelspruit)
Mbombela (Nelspruit)
... business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which ...
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Sanlam Limited
29.07.2024
Branch Consultant - Nelspruit
Mbombela (Nelspruit)
... businessthrough the right channels.• Conduct due diligence on clients to identify and flag risks.• Manage own capacity to ensure daily appointments are being prioritised while allowing time forand capitalising on walk-in / non-appointment clients.2. In-branch client service and client ...
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Sanlam Limited
28.07.2024
Branch Consultant - Nelspruit
Mbombela (Nelspruit)
... business through the right channels. • Conduct due diligence on clients to identify and flag risks. • Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients. 2. In-branch client service and client ...
More »
Sanlam Limited
25.06.2024
Sanlam Financial Adviser: Escarpia Bluestar (Nelspruit)
Mbombela (Nelspruit)
... business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which ...
More »
Sanlam Limited
10.08.2024
Branch Consultant/ Financial Advisor - Nelspruit
Mbombela (Nelspruit)
... Business training (to be completed within 12-months of employment) KNOWLEDGE AND EXPERIENCE Knowledge: • Client service. • Sales and cross-selling tactics and strategies (client optimisation). • Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling ...
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Sanlam Limited
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