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10.08.2024
Branch Consultant/Financial Advisor-Newcastle
Newcastle
... Sales and cross-selling tactics and strategies. Knowledge of the insurance landscape and regulatory requirements. Knowledge of insurance products is advantageous. Experience: 1-year experience in a sales or marketing capacity. Experience within insurance branches is an advantage. Qualification ...
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Sanlam Limited
09.09.2024
Client Service Consultant
City of Johannesburg Metropolitan Municipality
... Consultant who will be based in Parktown. To offer world-class products and services to clients, whilst achieving targets in an inbound and outbound call centre environment. Key Responsibilities Accurately capture client information on the relevant system. Execute broker requests within the ...
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Sanlam Limited
12.07.2024
Financial Advisor-Newcastle(Commission Only)
Newcastle
... Sales Manager to identify priority areas and to plan monthly activities accordingly. What will make you successful in this role? Knowledge: Sales tactics and approaches Client service and engagement Relevant Regulatory frameworks, policies, and standards Sanlam insurance products (ideal) ...
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Sanlam Limited
Today
Non Motor Field Assessor
City of Johannesburg Metropolitan Municipality
... Consultant (appraisal notes&docs). Checking completion and correctness of document and policy conditions. Planning routes for claims, making arrangements, and contacting clients. Identifying what is required and outstanding from clients. Deciding on what must be investigated and whether ...
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Sanlam Limited
Yesterday
Branch Consultant/Financial Advisor-Newcastle
Newcastle
... Sales delivery: Gain and maintain an in-depth understanding of SRM product ranges. Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way ...
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Sanlam
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