Ursa BlueStar - Financial Advisory Services Authorised by Sanlam

07/06/2022

07/10/2021

BlueStar of the Year 2021 🏆🥇👏
(Small Categories)

Congratulations to our wonderful Team!!!
We are extremely proud of you!

13/08/2021

Being vigilant is an important part of managing your FINANCIAL WELLBEING - scammers are always looking for ways to get money out of you.
Sanlam has put together some tips on HOW TO SPOT A SCAM so that you can stay protected.

27/04/2021

Financial Advisors position open @ Sanlam URSA BlueStar

The ideal candidate will deliver personalized solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities:
• Qualify and target clients in the relevant market segment in order to establish a strong client base.
• Conduct a financial needs analysis with the client to establish their future goals and needs.
• Identify and convincingly market suitable products to the clients that satisfy the clients’ needs. Close the sale and comply with the relevant compliance and legislation.
• Keep abreast of new developments in the industry and market trends.
• Develop relationships with clients by reviewing at regular intervals.
• Comply with the Mission Statement and Objectives of the company.

Competencies:
• Presenting & Communicating Information Applying Expertise & Technology
• Delivering Results & Meeting Customer Expectations Achieving Personal Work Goals.

25/03/2021

URSA BLUESTAR @ CONCEPT LAUNCH🎉



Congrats *Jadri Beere* for being our star Financial Advisor of the quarter.

We are very proud of you!!!