Found Description
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 requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a longterm relationship which builds loyalty to the brand and generates ongoing advice and sales.
What will make you successful in this role?
1. Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
Ready to Apply?
Submit your application for Financial Planner - Lonfin 2024 at Sanlam Limited
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