Sanlam
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What are the duties of consultants?

2 answers

Finding new clients and qualify them. Approach qualified prospects by asking for appointments. Do an information interview to build trust and uncover client needs. Do the client's financial planning by analyzing the current financial situation and design a solution. Closing the deal by giving appropriate advice and assist with implementation. Maintain client relationships.

PROVIDE FINANCIAL PLANNING AND WEALTH ADSVISE
Financial Risk

Financial Services

Investment Planning

Retirement Planning

Wealth Management

Sales

Income Protection

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