communication skills - verbal and written. High level of attention to detail and accuracy and knowledge
communication skills - verbal and written. High level of attention to detail and accuracy and knowledge
professional verbal and written communication. High level of customer service & excellent relationship-building
Computer Literate (MS Office) Proficient to Advanced Level Preferred Tertiary Qualification – Completed or
the Financial Planner in providing the required levels of client services to insurance clients.
the Financial Planner in providing the required levels of client services to insurance clients. The PA
the Financial Planner in providing the required levels of client services to insurance clients. The PA