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.
Responsibilities:
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.
Planning Practice
Striving to assist your broker/s in achieving and exceeding sales targets
Contacting premiums / replacements / broker changes/ lapses / cancellations
Liaise with broker consultants and Insurance commission + incentives, group life insurance, medical hospital cover.
Should you not have
essential
Medical Diploma / Degree is preferred
Veeva experience is highly beneficial
Medical understanding
when instructed to do so, to assist studio in medical / disease entity explanations to give then a better
the layout matches the text and flow of supplied medical copy
Ensures illustrations and graphs are
(Clients RA department)
Liaise directly with Medical RA departments when changes are unclear in the
Medical Typist from Radiology practice preferred Typing of CT, MRI, Mammograms, Ultrasounds, general experience will be advantageous Matric essential and medical typing from radiology environment Market related
Medical Typist from Radiology practice preferred Typing of CT, MRI, Mammograms, Ultrasounds, general experience will be advantageous Matric essential and medical typing from radiology environment Market related
similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial Short Term Insurance Space
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