Sanlam Financial Planner George job opportunity at Sanlam.

Home Jobs In South Africa Tag: finance Sanlam Financial Planner George position at Sanlam


bot
Sanlam Sanlam Financial Planner George
Experience: 2-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

finance

Copy Link Report
degreeDiploma
loacation Western Cape, South Africa
loacation Western Cape....South Africa

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: Revenue generation (Single and recurring premiums) Activity quotas Promote the Sanlam brand Treating customers fairly to be applied to all client engagements Role is aligned to your personal career aspirations __ #Networking, prospecting and leads generation Face to face interactions, social or business, to create business opportunities. Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. Turning trusted relationships into business relationships. Strengthening existing relationships by increasing the current service. Use existing sources to establish opportunities across Sanlam businesses. Personalised client value propositions. Marketing on social media. Undertake selected client focused activities to generate leads and informal prospecting opportunities. Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. Structuring and implementing focused campaigns with new or existing clients in the defined market. Requesting active and ongoing leads and referrals from others. Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Other Ai Matches

Sanlam Financial Adviser: Wealth Solutions Applicants are expected to have a solid experience in handling Sanlam Financial Adviser: Wealth Solutions related tasks
Sanlam Financial Planner Mosselbaai Applicants are expected to have a solid experience in handling finance related tasks
Branch Consultant/ Financial Advisor - Mahikeng Applicants are expected to have a solid experience in handling Administration related tasks
Branch Consultant/Financial Advisor - Port Elizabeth (Pier 14) Applicants are expected to have a solid experience in handling Consultant related tasks
Sanlam Financial Adviser: Mlibo MOB Applicants are expected to have a solid experience in handling Finance related tasks
Financial Advisor: ELM Applicants are expected to have a solid experience in handling Advisor related tasks
Sanlam Financial Adviser Bellville Applicants are expected to have a solid experience in handling Specialist related tasks
Financial Planner - Avion MOB Applicants are expected to have a solid experience in handling Finance related tasks
Sanlam Financial Planner Vredenburg Applicants are expected to have a solid experience in handling Finance related tasks
Sanlam Financial Planner Constantia Applicants are expected to have a solid experience in handling Manager related tasks
Sanlam Financial Adviser: Firebird Group (WC) Applicants are expected to have a solid experience in handling Finance related tasks
Sanlam Financial Adviser: Provisory MOB Applicants are expected to have a solid experience in handling Finance related tasks
Underwriter: SLS: Sanlam Risk & Savings Applicants are expected to have a solid experience in handling compliance related tasks
Financial Planner: Elyon BlueStar Applicants are expected to have a solid experience in handling Finance related tasks
Sanlam Financial Planner George Applicants are expected to have a solid experience in handling finance related tasks
Financial Planner - Bloemfontein Applicants are expected to have a solid experience in handling Finance related tasks
Sanlam Financial Adviser Worcester Applicants are expected to have a solid experience in handling Advisory related tasks
Branch Consultant/ Financial Advisor - Makhado (Louis Trichardt) Applicants are expected to have a solid experience in handling Sales related tasks
Financial Advisor JHB Applicants are expected to have a solid experience in handling Manager related tasks
Insurance Consultant Commercial (JG 10) (Hill on Empire) Applicants are expected to have a solid experience in handling Consultant related tasks
Financial Planner Conecpt Wealth Applicants are expected to have a solid experience in handling Fiancial related tasks
Financial Planner: Executive Wealth Applicants are expected to have a solid experience in handling Planner related tasks
Financial Planner : BLUE OCEAN EASTERN CAPE Applicants are expected to have a solid experience in handling Financial Advisory related tasks