Branch Advisor Fais

Please click here to learn more about the position and apply directly: https://wamly.io/wa-sanlam-retail-branch-consultant-in-house-advisor

Branch Consultant/ Financial Advisor - Polokwane x2 Date: 9 Oct 2024 Location: Polokwane, Limpopo, ZA Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian...

Branch Consultant/ Financial Advisor - Polokwane x2 Date: 9 Oct 2024 Location: Polokwane, Limpopo, ZA Company: Sanlam Group Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be...

Business Segment: Personal & Private Banking To manage and develop all available resources (people, process, and systems) within the branch to ensure a sustainable and profitable branch income statement and balance sheet as well as entrenching a strong client-focused culture. Qualifications Minimum Qualifications Type of Qualification: NQF Level 7 Field...

About the RoleWe are seeking a skilled Private Advisor to join our team at FirstRand Group. As a Private Advisor, you will be responsible for delivering exceptional experience and education to our Private Clients, helping them achieve their financial goals and increase their vertical sales index (VSI).Key ResponsibilitiesDevelop and implement effective...

MFC Sales Manager (Seshego) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year. The position has...

MFC Salaried Financial Advisor Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts. The...

**Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

Time left to apply: End Date: October 19, 2024 (3 days left to apply) Job requisition id: R-15968544 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this...

Who are we? Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise. PURPOSE OF...

JOB TITLE: Business Advisor Level 2 DURATION: Twelve (12) Months Fixed Term Contract REPORTING TO: Branch Manager JOB GRADE: C3 Minimum Midpoint SALARY: R 403 202 - R 474 355 NO. OF INCUMBENTS: 1 MAIN PURPOSE OF THE JOB: To provide business development services primarily to micro and small enterprises. KEY PERFORMANCE AREAS: 1. Provide relevant...

DescriptionKey ResponsibilitiesAs a MFC Salaried Financial Advisor, you will provide financial advice to customers in line with the company's value proposition and compliance framework. You will work in specific allocated markets and with a specific range of products.Personal EffectivenessAccountable for delivering high-quality service to customers.Manage...

Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Advisor Welcome...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome...

Consultant, Provincial Standard Bank Insurance Services Job Overview Business Segment: Personal & Private Banking To support the provincial manager/team leader in achieving the provincial (personal and commercial) goals, income and profit budgets by managing the behaviour of staff and relationships with group company staff in branches, through training,...

**Introduction**Role Purpose** - To contribute to the organisational goals by investigating, negotiating and administering claims. Identify and prevent fraudulent claims and manage expenditure on settled claims.**Requirements**: - Matric - Minimum 3 years investigative experience in a short-term personal claims environment - Completion of an investigations...

Business Segment: Personal & Private Banking To take demand from walk-in customers for any card and cash related matters (e.g. teller, ATM, Moneygram, etc.) whilst forming an accurate assessment and understanding of that demand in order to act on it in a manner that consistently delivers what matters to the customer within the parameters of the bank's...

**Job Advert Summary**: **Purpose of the Job**: **Scope of the Job**: This is a commission-based role of financial planning, advice and sales in risk insurance (ideally 70%), savings and investments as well as will, tax and estate planning. We are looking for experienced financial planners who are graduates themselves, familiar with servicing degreed...

About this OpportunityWe are seeking a skilled Provincial Sales Strategist to support the provincial manager/team leader in achieving provincial goals, income, and profit budgets.Key Responsibilities:Manage staff behavior and relationships with group company staff in branches through training, support, and motivation.Implement sales plans and identify sales...

Description To provide excellent customer experience by welcoming customers, understanding their requirements, and managing the waiting experience by directing customers to the correct channels (eChannel’s and Self Service) based on customer centricity and customer experience best practice Contribute to cost efficiencies through responsible...