Company logo
Sanlam: Branch Consultant/ Financial Advisor -Thoyandau
Industries: Financial Planning, Financial Services, Insurance, Investments, Retirement
Secunda, Mpumalanga, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role involves assessing client needs and matching them with suitable SRM products while ensuring compliance with quality standards. The focus is on client servicing and retention strategies to foster long-term relationships and enhance customer satisfaction.
Desired Expertise or Qualifications
  • Class of Business training
  • FAIS Compliant
  • RE5 advantageous
Benefits
  • Benefits not provided
Candyees
Company logo
Sanlam: Branch Consultant/ Financial Advisor -Thoyandau
Industries: Financial Planning, Financial Services, Insurance, Investments, Retirement
Secunda, Mpumalanga, South Africasalary iconMarket RelatedFull TimeOn Site
Summary
This role involves assessing client needs and matching them with suitable SRM products while ensuring compliance with quality standards. The focus is on client servicing and retention strategies to foster long-term relationships and enhance customer satisfaction.
Desired Expertise or Qualifications
  • Class of Business training
  • FAIS Compliant
  • RE5 advantageous
Benefits
  • Benefits not provided
BETA: 1.0.5.0 |
BL: 1.0.5.0