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Results for sanlam in "sanlam" in Jobs in South Africa in South Africa
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Lonfin
Wealth is an accredited Sanlam Franchise
Lonfin Wealth is looking for life and investment financial
planners in the Pietermaritzburg, Durban and surrounding areas.
Remuneration
and benefits
·
Training
allowance payable for the first two months
·
Initial and
ongoing training via Sanlam Academy
·
80/20 commission
split Initial and ongoing training via Sanlam Academy
·
Excellent monthly
bonus for the first two years
·
Performance bonus
in December {13th Cheque}
·
Interest free
technology loans
·
Membership of Pension
Fund and Group Life Schemes
·
Support with
industry required qualifications (RE and Wealth Management}
·
Access to Mobile
Nurses to assist with client medicals
·
Access to Sales,
Marketing and Product specialists
·
Compliance
support
·
Access to Legal
Advisers
·
Financial
Planning tools
Output /
Core tasks
·
Establish
long-term relationships with clients
·
Comprehensive
financial planning for clients
·
Focus on
identifying client’s needs and then offering suitable financial solutions
·
Providing
excellent service to clients and frequent contact with clients
Qualification
·
Grade 12 or
equivalent
·
If more than 18
months industry experience, a RE5 qualification is required.
·
Extensive sales
experience will be an advantage.
·
FAIS credits or
working toward a recognised (Wealth Management) will be a definite advantage.
·
Own vehicle is
essential.Please forward your CV to willie@lonfinwealth.cp.za
11h
PietermaritzburgSavedSave
A company is looking for sales agents to sell insurance policies.Agents will be expected to sell Sanlam, Avbob and 1 Life. Commission is payable weekly.Call us or WhatsApp us on 0731325543 for more details.
9d
Bloemfontein
1
SavedSave
Minimum requirements: Education & Certifications Matric (Grade 12) required. RE5 Certificate preferred (or willing to obtain within 12 months). Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management. ExperienceMinimum 35 years relevant administration experience in a financial services environment (investments & long-term insurance). Proven experience in new business processing and client servicing. Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.)Skills & Competencies Strong administrative and organisational skills. Demonstrate competency in Section 14 transfer process, provident fund transfers, Retirement transfers and strong general investment knowledge Excellent verbal and written communication skills (English). High attention to detail and accuracy. Ability to prioritise tasks and meet deadlines under pressure. Proficiency in MS Office (Excel, Word, Outlook) and CRM / policy admin systems (e.g. Astute, Elite Wealth or similar CRM system). AttributesClient-focused attitude with strong work ethic. Team player but able to work independently. Confidential and professional.Consultant: Jane Scorgie - Dante Personnel Johannesburg
https://www.executiveplacements.com/Jobs/W/Wealth-Management-Administrator-1200007-Job-Search-07-03-2025-04-35-24-AM.asp?sid=gumtree
6mo
Executive Placements
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