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
Job Summary
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.
Assist in growing the Sanlam Adviser Business by committing to marketing plans and targets set for growing and developing the business.
Ensure all client interactions are ethical, courteous and professional, and undertake continuous learning in terms of knowledge, skills and market/industry issues.
Matching Summary
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.