accredited training. You will balance new client development, sales activities, customer service and compliance compliance with personal and professional growth and development. Complete required program training and assignments and meet minimum performance and production standards. Meet production targets that impact overall company proficiency in the use of Liberty tools and systems. Develop a book of business consistent with Liberty's standards investment opportunities, and insurance needs. Develop client pipelines by prospecting, networking and
and knowledge. • Provide ongoing coaching and development opportunities. • Communicate effectively with contribute to the development of business initiatives for other financial service products Bachelor's degree • In-depth knowledge of credit life insurance products and processes RE qualification is beneficial MUST
goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
inquiries, providing information and resolving issues. Develop and maintain relationships with clients, providing retention. Keep abreast of market trends and developments, regulatory changes , and communicate information invetsment industry. Strong understanding of investment products, servcies and industry regulations. Strong problem
inquiries, providing information and resolving issues. Develop and maintain relationships with clients, providing retention. Keep abreast of market trends and developments, regulatory changes , and communicate information invetsment industry. Strong understanding of investment products, servcies and industry regulations. Strong problem
services and develop solutions for client requirements
Ensure transportation, empty Budget, Recruitment, Development, Leadership, Performance, Tools, Productivity, Support, Reporting
preparation of data. Data interrogation and analysis. Develop an understanding of the market, risks, and tools monitoring of investment managers held in our products. Develop an understanding of all portfolios they work Understands the construction of client portfolios and products that target different kinds of investment objectives monitoring of investment managers held in our products. Develop an understanding of all portfolios they work Allocation Team. Manager Research. Research and Development team. Analysts responsible for reporting team
budget Projects: Financial models, forecasting etc Product Margin analysis Financial management, Accounting and financial planning. (Actual and forecasting) Develop an integrated monthly management report including consolidated financial statements Risk and Control: Develop, document and maintain local internal controls of internal control process (Internal audit). Develop and maintain a risk register and authorisation
budget Projects: Financial models, forecasting etc Product Margin analysis Financial management, Accounting and financial planning. (Actual and forecasting) Develop an integrated monthly management report including consolidated financial statements Risk and Control: Develop, document and maintain local internal controls of internal control process (Internal audit). Develop and maintain a risk register and authorisation