currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching Researching existing and potential replacement products in order to prepare the most appropriate recommendation
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching Researching existing and potential replacement products in order to prepare the most appropriate recommendation
Office Key Responsibilities: Identify and prescribe products or services based on the customer's needs and orders and invoices follow up. Identify / Suggest products or ranges based on customer needs, identified allocation 80/20 principle. Train customers on the products and how to use it or organise training through
Office Key Responsibilities: Identify and prescribe products or services based on the customer's needs and orders and invoices follow up. Identify / Suggest products or ranges based on customer needs, identified allocation 80/20 principle. Train customers on the products and how to use it or organise training through
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
emergencies 24/7. Manage all facilities included in the product offering. Use best business practices to manage