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Expert Financial Advisor: E2 Solutions at Sanlam

2 weeks ago

Pretoria, Gauteng, South Africa Sanlam Full time
Client Consultations and Sales

Ensure all client interactions are compliant, conducting comprehensive fact-finding, and documenting these findings.

Conduct financial needs analyses using e-tools/instruments/systems, providing sound personal financial planning advice, and presenting financial solutions in a professional manner aligned to Treating Customers Fairly.