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- FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010);
Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent
Short-Term Insurance Industry
- Thorough understanding of the short-term insurance industry
Education and Training Certificate (FETC) in Short Term Insurance, Long Term Insurance or Retail Insurance)
New Advice Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases if client circumstances change. Acquire short term insurance leads from the company’s financial planning the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture
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limited to: Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases if client circumstances change. Acquire short term insurance leads from the company's financial planning the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture
Partner
Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases
client circumstances change
Acquire short term insurance leads from the companys financial planning
the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture
company Partner Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases or if client circumstances change Acquire short term insurance leads from the company's financial planning the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture
company Partner Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases or if client circumstances change Acquire short term insurance leads from the company's financial planning the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture
limited to: Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases if client circumstances change. Acquire short term insurance leads from the company's financial planning the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture
New Advice Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases if client circumstances change. Acquire short term insurance leads from the company's financial planning the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture