Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas job opportunity at Sanlam.

Home Jobs IT Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas position at Sanlam


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Sanlam Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas
Requires: 5-years - XP
Pattern: full-time
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Bachelor's (B.A.)
Pietermaritzburg, KwaZulu Natal, South Africa
Pietermaritzbu..........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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