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13.07.2024
Financial Advisor Pretoria
Pretoria
... appointments with potential customers within Key Accounts and Allocated Markets. • To update and 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 ...
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Sanlam Limited
25.06.2024
Financial Planner IS
Pretoria
... appointments, consultations. Issued business and revenue against targets. Update client details on records. Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and ...
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Sanlam Limited
16.06.2024
Financial Advisor - Pretoria
Pretoria
... appointments, consultations. Issued business and revenue against targets. Update client details on records. Appropriate workflow and activity monitor system entries. Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and ...
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Sanlam Limited
17.06.2024
Financial Advisor - Pretoria
Pretoria
... appointments, consultations.Issued business and revenue against targets.Update client details on records.Appropriate workflow and activity monitor system entries.Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and ...
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Sanlam Limited
26.06.2024
Financial Planner IS
Pretoria
... appointments, consultations.Issued business and revenue against targets.Update client details on records.Appropriate workflow and activity monitor system entries.Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and ...
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Sanlam Limited
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