Reference: NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
Reference: NFR003565-Abi-1 A specialist brokerage firm who offers financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who are looking to join an ever-growing business. Responsibilities: Provide investment advice to clients. Analyse financial Data.
At Invesru, we specialize in both short-term insurance solutions and investment services that provide peace of mind, financial protection, and wealth growth opportunities for individuals, families, and businesses. With years of experience in the insurance and financial industries, we are dedicated t
At Invesru, we specialize in both short-term insurance solutions and investment services that provide peace of mind, financial protection, and wealth growth opportunities for individuals, families, and businesses. With years of experience in the insurance and financial industries, we are dedicated t
similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
discussions with team members and where needed, brokers as well. Processing and preparation of quotations occupations, operations. Assist with the handling of broker queries, assisting underwriting. Assist underwriting requested and adhered to both by clients as well as brokers and administrators. Claims Assisting the Claims Handling queries from brokers – Turnaround time 24 hours. General correspondence with brokers via email, fax
requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
planners, Brokers, and Wealth managers. Building and maintaining strong relationships with brokers, for the