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25.06.2024
Financial Planner Mosselbay
Mossel Bay
... solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. Use relevant processes and system tools to capture analysis information and update records accordingly. Review clientââ¬â¢s portfolio annually by undertaking the above steps. 4. Client Service ...
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Sanlam Limited
25.06.2024
Financial Adviser-Richards Bay(Commission Only)
Richards Bay
... solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The ...
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Sanlam Limited
26.08.2024
Financial Planner : Richards Bay&surrounding areas
Richards Bay
... 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 and existing clients with professional and relevant financial advice, ...
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Sanlam Limited
10.08.2024
Branch Consultant/Financial Advisor-Richards Bay
Richards Bay
... solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans. Entry point for representatives in a company. Represents and sells the company's goods and/or services by visiting companies and obtaining orders. Promotes sales by introducing ...
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Sanlam Limited
09.09.2024
Client Service Consultant
City of Johannesburg Metropolitan Municipality
... 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 broker requests and follow up to ensure queries are resolved timeously, as per service level ...
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Sanlam Limited
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