Player
Qualifications
Experience and Qualifications
Requirements: Education and Experience: Matric Minimum 2 years' experience in the field of Bookkeeping
The Person:
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary and Industry Certifications Experience: Minimum of 5 years of experience in insurance sales, preferably Credits or more ideally Preferred Qualifications: Experience working with a variety of insurance carriers
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary and Industry Certifications Experience: Minimum of 5 years of experience in insurance sales, preferably Credits or more ideally Preferred Qualifications: Experience working with a variety of insurance carriers
CRS/ Wealth manager with at least 6 years direct experience in a similar position, with a minimum of 3 years Investment Schemes is critical to this role. Must have matric as well as a relevant bachelor's degree, recognized
CRS/ Wealth manager with at least 6 years direct experience in a similar position, with a minimum of 3 years Investment Schemes is critical to this role. Must have matric as well as a relevant bachelor's degree, recognized
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary and Industry Certifications Experience: Minimum of 5 years of experience in insurance sales, preferably Credits or more ideally Preferred Qualifications: Experience working with a variety of insurance carriers
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary and Industry Certifications Experience: Minimum of 5 years of experience in insurance sales, preferably Credits or more ideally Preferred Qualifications: Experience working with a variety of insurance carriers