portfolios on the system.
Service and maintain existing clients and their records on the system as is required required by FAIS.
Computer data base on the system to be kept updated whenever a change is made to planning requirements.
Calling for policy information.
To assist where necessary when required
y to handle high-pressure situations and make informed decisions benefitting the estate
requested by client and forward to insurer / amend on systems Quoting Claims - processing claims, following up
Ability to handle high-pressure situations and make informed decisions benefitting the estate Experience: Minimum
Ability to handle high-pressure situations and make informed decisions benefitting the estate Experience: Minimum
Life/Investment Planning requirements Calling for policy information To assist where necessary when required with
Life/Investment Planning requirements Calling for policy information To assist where necessary when required with
Email / Internet). Experience on the Flexi Broker System and Premium Confirmation.
3yrs+ previous