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.
perfect opportunity for you as a Personal Lines Broker New Business Acquisition: Your primary responsibility and restaurant, as well as provident fund and medical aid contributions. Ongoing professional development
perfect opportunity for you as a Personal Lines Broker New Business Acquisition: Your primary responsibility and restaurant, as well as provident fund and medical aid contributions. Ongoing professional development
Requirements: Tertiary qualification essential (A marketing/health sciences degree would be preferable) This is a learnership type role We are looking for a likable, young, enthusiastic person who communicates well and is eager to learn and grow Theatre experience is an advantage but not essential V
Main purpose of the job:
Location:
Key performance areas:
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to
attending meeting with Brokers, as required; Tend to the personal tasks assigned by the Brokers for whom you work These tasks include duties such as running the Brokers diary and taking messages; Assisting in compiling maintenance of client fleet lists; Ensuring that the Brokers clients' on Salesforce and Drive folders are up on any policy amendments and claims as per the Brokers instructions; Attend training when required to