Sanlam Short-term Insurance Adviser: Opshield Sti Bluestar
Sanlam Life Ltd
Cape Town, Western Cape, ZA
On-site
Professional and relevant financial advice
Sustainable business of a high quality
Client relationship management
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.
We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become.
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.
Skills & Requirements
Must-have
professional and relevant financial advice
sustainable business of a high quality
client relationship management
financial planning and recommendations
networking, prospecting, and lead generation
client consultations and sales
Nice-to-have
building strong, lasting relationships
inspiring you to realise this worth
aligning the role to your personal career aspirations