Sanlam Financial Planner Mosselbaai job opportunity at Sanlam.

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Sanlam Sanlam Financial Planner Mosselbaai
Experience: 1-year
Pattern: full-time
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Status:

finance

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degreeProfessional Certificate
loacation Mosselbay, Western Cape, South Africa
loacation Mosselbay, Wes..........South Africa

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 long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the #Sanlam Group #business and brand.

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