recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
and risk management needs, product offerings available, and changes in product provider rates. Ensure customer documentation as required. Ensure the accurate production of all customer portfolio review documentation information Compile a summary of information Research product information Handling and solving of client enquiries
and risk management needs, product offerings available, and changes in product provider rates. Ensure customer documentation as required. Ensure the accurate production of all customer portfolio review documentation information Compile a summary of information Research product information Handling and solving of client enquiries
analytical, with an understanding of investment products, risks and shortfalls, fund management and liquidity Good understanding of financial products (investments and life products). Proficient in Microsoft Word
analytical, with an understanding of investment products, risks and shortfalls, fund management and liquidity Good understanding of financial products (investments and life products). Proficient in Microsoft Word
facilitate the effective selling of insurance products.
program management. Must have experience in new product development, change management, turnaround strategies proficient in project management principles and product development concepts. Must have knowledge of loyalty
program management. Must have experience in new product development, change management, turnaround strategies proficient in project management principles and product development concepts. Must have knowledge of loyalty