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
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
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
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
as well as a strong understanding of financial products and the ability to analyze and assess client needs goals Recommend and present appropriate insurance products and solutions to clients Customize insurance policies to date with industry trends, regulations, and product knowledge to provide accurate and timely information
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
as well as a strong understanding of financial products and the ability to analyze and assess client needs goals Recommend and present appropriate insurance products and solutions to clients Customize insurance policies to date with industry trends, regulations, and product knowledge to provide accurate and timely information
support and training Travel if required Market the products and services of About IT Advise clients on best systems Certify and/or renew your product certifications as product consultant/advisor Should you not
and risk profiles.