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01.08.2024
Insurance Consultant (10)(Centurion)
Pretoria
... Consultants base in Centurion. The insurance consultant role is focused on providing an end-to-end service and support to brokers.This role is focused on, but not limited to; servicing broker requests, including enquiries.• Providing telephonic/ email support to the intermediary on record, ...
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Sanlam Limited
Yesterday
Broker Consultant - Pretoria
Pretoria
... managementNew Business (quality)Training (administration and sales)Target and goal setting (brokers/SAI/self)Action and development plans for futureAnalysis of management reportsBusiness relationship buildingConservation/ pay point controlMaintain and improve service ...
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Sanlam Limited
13.08.2024
Broker Consultant - Pretoria
Pretoria
... management New Business (quality) Training (administration and sales) Target and goal setting (brokers/SAI/self) Action and development plans for future Analysis of management reports Business relationship building Conservation/ pay point control Maintain and improve service standards ...
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Sanlam Limited
05.08.2024
Offshore Specialist GI - PTA
Pretoria
... Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice) Co-ordinate and maintain effective SLA’s with all relevant stakeholders Ensure adherence to all regulatory requirements (e.g. FAIS, FICA) Qualifications and experience 5+ years’ ...
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Sanlam Limited
25.07.2024
Financial Planner Pretoria Lynnwood
Pretoria
... managementClient relationship managementFinancial planning and recommendationsPersonal AttributesCommunicates effectively - Contributing independentlyTech savvy - Contributing independentlyAction orientated - Contributing independentlyInterpersonal savvy - Contributing independentlyPersuades - ...
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Sanlam Limited
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