preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice
leave records and other HR related issues e.g. training, policies etc. Educational requirements: Minimum
formulate associated reports.
have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance • Drafting, tracking and measurement of your personal business plan. • Providing on-going service and
competencies are maintained through continuous training and development
the SAHL Group. • Conduct compliance regulatory training, keeping Compliance and all internal stakeholders
the SAHL Group. • Conduct compliance regulatory training, keeping Compliance and all internal stakeholders
store areas to affect profitability Communicate, train, implement and sustain relevant Systems, Methods
resources effectively and perform ad-hoc assignments, train, mentor and develop team members. Monitor and maintain
applicable laws. Conduct compliance regulatory training. Build and maintain trusted relationships with