Key Competencies:
it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent base. This is a FAIS role Minimum Requirements: Matric 2 years Sales experience RE 5, FAIS qualification
it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent your client base. This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage
it. This role enables a driven and ambitious individual to become a trained Financial Planner Excellent your client base. This is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage
developing the business insurance portfolio. The key outputs for this role are as follows: • New Business Completed Matric or National Senior Certificate • 60 FAIS credits/Full Insurance Qualifications (depending to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance Providing on-going service and support to your individual client base (amendments, renewals, claims etc business including renewal discussion in line with FAIS • Developing internal/external relationships with
developing the business insurance portfolio. The key outputs for this role are as follows: • New Business Completed Matric or National Senior Certificate • 60 FAIS credits/Full Insurance Qualifications (depending to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance Providing on-going service and support to your individual client base (amendments, renewals, claims etc business including renewal discussion in line with FAIS • Developing internal/external relationships with
and client retention We are looking for: An individual with tenacity and the ability to adapt within department • FAIS Accreditation/compliant (proof of credits required) • Key Individual Qualification
and client retention We are looking for: An individual with tenacity and the ability to adapt within department • FAIS Accreditation/compliant (proof of credits required) • Key Individual Qualification
Relationship Specialist to join their growing team. Key responsibilities: Attending to all existing client regulations of the FSCA and FAIS Act Conducting client reviews in a FAIS compliant manner; conducting group A honed sakes technique allowing for the individual to interact, sell and develop personal relationships of Business training completed as per company and FAIS requirements 2-5 years' experience as a Private
Regulatory Examination. (RE 5) Completed FSCA Recognized. FAIS relevant NQF Level 5 or high, Qualification. Digitally Mandated (Not Under Supervision) for the following FAIS Subcategories Completed Class of Business Retail Profile What is required? • Completed FSCA Recognized, FAIS relevant NQF Level 5 or high, Qualification. • 1-2 Mandated (Not Under Supervision) for the following FAIS Subcategories: Completed Class of Business: • Retail