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.
Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
Build life business through an existing client base from the short term division developed over the past 25 years.
Analyze the clients current portfolio and make recommendations.
Provide advice to clients and recommend insurance products.
Provide intermediary services between insuranc
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.
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
CEMAP Mortgage Broker
Remote, South Africa
R260 000 R360 000 pa ctc
London-based ctc
London-based Mortgage Specialists seek a SA CEMAP Broker with 5 years of UK mortgage experience, who decided Skills. You must be a qualified CEMAP UK mortgage broker.
Financial Services industry is seeking an Internal Broker/Underwriter (Short Term Insurance) with a minimum
relevant underwriting experience, ideally within a Broker environment, adept at handling key accounts.
claims updated to reflect changes and underwriter informed.
RE similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
claims updated to reflect changes and underwriter informed. Clients notified of any changes by insurer/brokerage Ideas proposed for new products Competitor information gathered and communicated. Qualifications RE similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space