(Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint •8 Years
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
experience in the insurance industry
and support staff with one of Discovery's largest franchises. We have an ongoing need for support staff The role requires end to end paraplanning and supporting their broker with preparation of quotes, applications compliance documents, applications, quotes and supporting documents for any discrepancies, omissions, errors
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
Operations practice works with clients across the Insurance sector and other industries both National and changes to avoid risk as far as possible.
Client, a corporate leader in the Short Term Insurance Industry is looking for HUNGRY New Business Hunters advise primarily on motor and household domestic insurance. Responsibilities and work outputs Source sufficient with opposition products Stay abreast of Momentum Insure product changes and enhancements Be compliant in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics 12 FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010);
MINIMUM REQUIREMENTS
Requirements:
mum of 1 year dealership experience in Finance admin;