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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 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 ...
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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
10.08.2024
Branch Consultant/Financial Advisor-Richards Bay
Richards Bay
... informed of competitor action and customer status. Is expected to achieve pre-set sales targets. What will make you successful in this role? Qualification and Experience Diploma with no experience or Grade 12 with 1 to 2 years related experience. Knowledge and Skills New business processing ...
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Sanlam Limited
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