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26.08.2024
Financial Planner : Richards Bay&surrounding areas
Richards Bay
... informal prospecting opportunities. Mining of existing client base to identify marketing 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 ...
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Sanlam
20.08.2024
Financial Adviser-Richards Bay(Commission Only)
Richards Bay
... inform customers and client public of our new products. Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof. Ensure Continuous Professional Development (CPD) credits, accreditations and ...
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Sanlam
25.06.2024
Financial Planner Mosselbay
Mossel Bay
... informal prospecting opportunities. Mining of existing client base to identify marketing 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 ...
More »
Sanlam Limited
25.06.2024
Financial Adviser-Richards Bay(Commission Only)
Richards Bay
... inform customers and client public of our new products. • Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof. • Ensure Continuous Professional Development (CPD) credits, accreditations ...
More »
Sanlam Limited
26.08.2024
Financial Planner : Richards Bay&surrounding areas
Richards Bay
... Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We pride ourselves in helping our financial advisors to realise their worth. The purpose of the role is to provide new ...
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Sanlam Limited
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