Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken compliance and advice documents. Risk / insurance (long-term insurance): Review customers risk coverage
Planning principles including Estate, Retirement, Risk (Long-term) and Tax Planning. Knowledge of financial products or financial planning degree or diploma. Valid driver's license and own vehicle Proficient in both spoken compliance and advice documents. Risk / insurance (long-term insurance): Review customers risk coverage
FAIS minimum experience requirements in respect of long-term insurance products. Must not have been declared professional development). Completed supervision for long-term insurance categories. Fully computer literate
FAIS minimum experience requirements in respect of long-term insurance products. Must not have been declared professional development). Completed supervision for long-term insurance categories. Fully computer literate