identifying and securing new clients, as well as managing existing client relationships. Your main goal networking, and referrals Conduct thorough needs analysis to identify clients' insurance requirements and Attention to detail and ability to effectively manage time and prioritize tasks
identifying and securing new clients, as well as managing existing client relationships. Your main goal networking, and referrals Conduct thorough needs analysis to identify clients' insurance requirements and Attention to detail and ability to effectively manage time and prioritize tasks
individual clients' requirements Completing risk analysis Researching the marketplace and providing clients about serving them as a dedicated relationship manager. Requirements: Matric Tertiary Qualification (preferable)
financially broad understanding of financial management principles to represent Liberty and to form a
financially broad understanding of financial management principles to represent Liberty and to form a
financially broad understanding of financial management principles to represent Liberty and to form a
financially broad understanding of financial management principles to represent Liberty and to form a
customers, through effective personal time and task management. Importantly, the financial adviser profession
customers, through effective personal time and task management. Importantly, the financial adviser profession