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
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs and maintaining client relationships, staying informed about industry trends, and ensuring compliance
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs and maintaining client relationships, staying informed about industry trends, and ensuring compliance
capable, organised, hardworking and adept full time Broker Support Administrator is required by a professional recent experience as a short-term insurance broker in a small office with the ability to multi-task experience in the industry as a short-term insurance broker.
A highly negotiable salary is offered
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
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planners, Brokers, and Wealth managers. Building and maintaining strong relationships with brokers, for the market developments, and competitor activities to inform business strategies. Reporting on sales activities
tenants and brokers. Compile and distribute vacancy schedule to all brokers. Maintain and grow broker relationships/