What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
The Key Performance Areas:
Turnover
Customer care
Staff Management
Stock management
Merchandising
Administration
Expense and asset control
Requirements
Minimum requirements:
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set fo
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set fo
Job Description
Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base Relationship and Servic
Job Description
Sales Target : Proactively make self-initiated contact with customers in order to deliver against the required sales targets
Collaboration : Constantly seek to improve wa
MINIMUM REQUIREMENTS:
Agricultural Diploma/Degree advantageous
Any previous piggery work experience advantageous
Having experience in the following advantageous:
Daily management of
What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Description
Maintain and Monitor Competence Register/FSCA Register for Employees
Check representative applications and record on MSA/FSP 4.2
Check that the correct information is populating
JOB OVERVIEW:
The company offers all-encompassing services to both families and businesses, focusing on thorough estate planning, corporate structuring, and trust management. The
Requirements
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advanta