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25.06.2024
Financial Planner Paarl
Paarl
... sales) that are suited to their needs and requirements. Undertake the procurement of sustainable 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 ...
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Sanlam Limited
26.06.2024
Financial Planner Paarl
Paarl
... sales) that are suited to their needs and requirements. Undertake the procurement of sustainable 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 ...
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Sanlam Limited
24.06.2024
Employee Benefits Adviser Assistant | Paarl
Paarl
... the application processAssist clients with queriesEnsure CRM data is up to date and accurateYear-end & ad hoc client presentationsIdentifying and providing leads to colleagues in other service lines in the companyKeeping up to date with provider amendmentsRequirements:Completed Bachelor of ...
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The Recruitment Council
23.06.2024
Employee Benefits Adviser Assistant | Paarl
Paarl
... the application process Assist clients with queries Ensure CRM data is up to date and accurate Year-end&ad hoc client presentations Identifying and providing leads to colleagues in other service lines in the company Keeping up to date with provider amendments Requirements: Completed Bachelor of ...
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The Recruitment Council
26.04.2024
Service Consultant Paarl
Paarl
... Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment productsDuties & ResponsibilitiesThe ...
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Wenz Recruitment
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