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..
What will make you successful in this role?
Assist in growing the Broker Adviser Proposition.
Be committed to the marketing plans and targets set for growing and developing your business.
Face to face interaction.
Job Type: Full-time
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