and terms to clients Provide ongoing customer service to existing clients, ensuring their needs are met
qualification must be recognized by the Financial Services Authority. RE5, Wealth Management and a Certificate
with clients by providing exceptional customer service and timely follow-ups Negotiate premiums and coverage
with information on new and existing products and services Designing financial strategies Assisting clients • A complete line of insurance and financial services products. These include Life, Disability Income
with information on new and existing products and services Designing financial strategies Assisting clients • A complete line of insurance and financial services products. These include Life, Disability Income
Educate clients on various financial products and services, explaining the benefits and risks associated
Educate clients on various financial products and services, explaining the benefits and risks associated