specializes in the manufacturing and supply of access control equipment
Job DescriptionYour responsibilities QualificationSkills
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
of between R 1 mil – R 2 mil p/a No cold calling Access to a 300 000 strong database of potential investors G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
of between R 1 mil – R 2 mil p/a No cold calling Access to a 300 000 strong database of potential investors G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
achieved
achieved Repeat business generated because of being a trusted advisor Successful campaigns run to thorough planning other advertising media and information used to access client/secure deals Excellent product knowledge
storage of data, full suite of Microsoft access
ü Access to business coaching and client advice support
ü i.e. technical and soft skills training
ü Access to an effective lead generation systems and training
ü qualifications
storage of data, full suite of Microsoft access
ü Access to business coaching and client advice support
ü i.e. technical and soft skills training
ü Access to an effective lead generation systems and training
ü qualifications
storage of data, full suite of Microsoft access