provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs. Monitor and report on the success and implementation
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs. Monitor and report on the success and implementation
Xplan (beneficial) Technical and IT proficient, need to be comfortable to work with data & analyse written and verbal. Technical and IT proficient, need to be comfortable to work with data & analyse
as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
management. Self-starter: able to identify work that needs to be done and does it without required instruction
management. Self-starter: able to identify work that needs to be done and does it without required instruction
external audits, implementing corrective measures as needed. Ad Hoc Projects and Cash Flow Management: Support
external audits, implementing corrective measures as needed. Ad Hoc Projects and Cash Flow Management: Support
while being flexible to accommodate the changing needs of the clients. Professional presence: as a representative