businesses make informed decisions about their insurance needs. This position requires excellent communication products and the ability to analyze and assess client needs. Responsibilities Identify and prospect potential base Meet with clients to assess their insurance needs and financial goals Recommend and present appropriate Customize insurance policies to fit clients' specific needs and budget Effectively communicate complex insurance customer service to existing clients, ensuring their needs are met and policies are up to date Stay up to date
businesses make informed decisions about their insurance needs. This position requires excellent communication products and the ability to analyze and assess client needs. Responsibilities Identify and prospect potential base Meet with clients to assess their insurance needs and financial goals Recommend and present appropriate Customize insurance policies to fit clients' specific needs and budget Effectively communicate complex insurance customer service to existing clients, ensuring their needs are met and policies are up to date Stay up to date
The Company is growing and it needs YOU to drive regional financial success to new heights Is this you and operational efficiency of the region. You'll need to manage many different entities across many jurisdictions however, that still needs to be established and discussed as the need arises. What you'll need We're looking growing needs of the business and a willingness to travel to the regions you work, should the need arise
without the client consultation side of things so no need for you to find clients, do sales or chase targets to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining a small and where career growth is inevitable. What you'll need This is financial planning so of course a completed in Financial Planning and you need to have completed your RE 5. You need to have gained no less than 2 you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention
without the client consultation side of things so no need for you to find clients, do sales or chase targets to help clients meet their financial goals and needs. Where you'll be doing it You'll be joining a small and where career growth is inevitable. What you'll need This is financial planning so of course a completed in Financial Planning and you need to have completed your RE 5. You need to have gained no less than 2 you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention
into making a success of their business, then we need you You've got the admin skills with a can-do attitude Manager with all the technical administration that needs to be done to best service clients. This includes the business. What you'll need Yes, you'll be an all-rounder, so you need to have gained at least 3 years administration and support process in financial planning. You need to have completed Matric and a diploma/degree in products, you'll jump to the top of the list. You also need to be fluent in English and Afrikaans to enable
into making a success of their business, then we need you You've got the admin skills with a can-do attitude Manager with all the technical administration that needs to be done to best service clients. This includes the business. What you'll need Yes, you'll be an all-rounder, so you need to have gained at least 3 years administration and support process in financial planning. You need to have completed Matric and a diploma/degree in products, you'll jump to the top of the list. You also need to be fluent in English and Afrikaans to enable
rand. They do not want a person who needs to travel to work. You need to have at least 6 years solid bookkeeping
qualified? Then you are the person we looking for Needs to have knowledge and understanding of various Commercial Commercial products – in depth knowledge. Needs to understand Commercial Lines product requirements. Various Insurers – Commercial products Needs to understand and have knowledge of how the Commercial
Advising directors of any financial issues that need to be addressed timeously so as not to affect the monthly reconciliations where needed and advise on improvements needed. Preferred Skills and Abilities: