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Financial Advisor Sanlam Mbha
1 week ago
As a Financial Advisor Sanlam Mbha, you will be responsible for providing expert financial advice and services to new and existing clients. Your role will involve growing the Sanlam Adviser Business by identifying and pursuing new business opportunities, maintaining and servicing existing client relationships, and promoting the Sanlam brand.
You will work closely with clients to understand their financial needs and goals, providing tailored financial planning solutions that meet their requirements. This will involve conducting comprehensive fact-finding sessions, analyzing clients' financial situations, and presenting financial solutions in a professional and competent manner.
In addition to your core responsibilities, you will also be expected to:
- Maintain accurate records of client interactions and transactions
- Ensure compliance with regulatory requirements and industry standards
- Promote the Sanlam brand and its products through various marketing channels
- Develop and implement targeted marketing campaigns to attract new clients
This is an excellent opportunity for a motivated and results-driven individual to join our team and contribute to the growth and success of the Sanlam group.
