of a CFA or CA with 10 years experience in fixed income or credit investments
Your main focus
years experience
Specialisation in fixed income or credit investments.
Investment analysis
OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
financial reports and summaries ie: income statement, balance sheet, earnings and expenses Debtors and creditors financial reports and summaries ie: income statement, balance sheet, earnings and expenses Debtors and creditors financial reports and summaries ie: income statement, balance sheet, earnings and expenses Debtors and creditors
assessing policies for clients who qualify for extra cover, calculate premiums for ECBU policies, send to): • Assess client policies that qualify for Extra Cover. • Assess qualifying criteria and calculate internal and external customers. • Evaluate and Extra Cover risk from new and existing business. • Decline ie Life cover, Permanent Disability cover, Temp Income Cover and Critical Illness • Sound Business and
a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership and mentorship offered financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update
a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership and mentorship offered financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update
presenting an enticing opportunity to earn an above-average income. The ideal candidate for this vacancy
supportive working environment Earn remuneration from nine different income streams Modern, unique and fit convenient locations The freedom set your own personal earning goals A dynamic team and professional environment continuous professional development enabling you earn CPD points along the way.
supportive working environment Earn remuneration from nine different income streams Modern, unique and fit convenient locations The freedom set your own personal earning goals A dynamic team and professional environment continuous professional development enabling you earn CPD points along the way.