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21.09.2024
Sanlam Short Term Financial Adviser - Pretoria
Pretoria
... 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
21.09.2024
Sanlam Short Term Financial Adviser - Pretoria
Pretoria
... 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 ...
More »
Sanlam Limited
Yesterday
Branch Consultant/ Financial Advisor Pretoria
Pretoria
... 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
Yesterday
Branch Consultant/ Financial Advisor - Hammanskraal
Pretoria
... 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
27.09.2024
Business Analyst: SLS SanlamConnect Succession Fin Planning (Lynnwood) (PG 11/12) (Rerun)
Pretoria
... Sales advice processes/steps/standards/guidelines Sales tools, calculators, and aids Content management processes and guidelines Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.) Core competencies Being resilient Collaborates Cultivates Innovation Customer Focus ...
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Sanlam
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