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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
13.08.2024
Financial Planner IS
Pretoria
... management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently ...
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Sanlam Limited
Yesterday
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 stakeholdersEnsure adherence to all regulatory requirements (e.g. FAIS, FICA)Qualifications and experience5+ years’ experience ...
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Sanlam Limited
Yesterday
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. ...
More »
Sanlam
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