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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 ...
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Sanlam Limited
25.06.2024
Financial Adviser-Richards Bay(Commission Only)
Richards Bay
... Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings ...
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Sanlam Limited
10.08.2024
Branch Consultant/Financial Advisor-Richards Bay
Richards Bay
... Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings ...
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Sanlam Limited
26.08.2024
Financial Planner : Richards Bay&surrounding areas
Richards Bay
... Networking, prospecting and leads generation Face to face interactions to create business opportunities. Prospecting of new clients through creative opportunities. Strengthening existing relationships by increasing the current service. 3. Client consultations and sales Ensure all client ...
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Sanlam Limited
09.09.2024
Client Service Consultant
City of Johannesburg Metropolitan Municipality
... information on the relevant system. Execute broker requests within the agreed timeframes, quality standards and legislation. Handle all the administrative tasks according to agreed standards and turnaround times. Engage with brokers in a client-centric manner. Ensure accurate completion of ...
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Sanlam Limited
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