knowledge of online computer applications (JDE/SAP etc) • Demonstrates ability to prioritise and plan work
insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding
insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding
descriptions, Reporting information, remuneration etc) Hiring of contract employees, Insert employee finger
company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data ways to capture data information (capturing sheets, etc.). Produce clients' comprehensive wealth position
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst
Manage banking systems (users, passwords, profiles, etc.).
Approve all new creditors (local and foreign)
experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP
experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP
experience as a Broker Consultant / Life Insurance Agent, etc.