preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
preparing detailed and complex proposals and financial needs analyses for clients. Key Functions of the role: proposals and reports for clients. Prepare Financial Needs Analyses for both new and existing clients. Preparation Management Associates troubleshooting Financial Needs Analyses for clients. Compile supporting documentation
essential ie. Death, Disability and Critical Cover needs
Estate Planning (in conjunction with the Company
provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the
Insurance (Death, Disability and Critical Cover) needs.
This will include specialist areas such as
and engage clients in order to better meet their needs
Monitor and report on the success and implementation
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs Monitor and report on the success and implementation
essential ie. Death, Disability and Critical Cover needs Estate Planning (in conjunction with the Company provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs Monitor and report on the success and implementation
us to not only create products that address the needs of the end user but also simplify the construction efficient manner. Ownership: Successful placements will need to be able to take ownership of all their work and and the quality of work produced. You will need to take full responsibility for all work produced. This to. Deadline-Driven: Successful placements will need to be extremely deadline driven. Time-management
junior staff, providing guidance and feedback as needed Identify opportunities to improve client's internal unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and
eye for detail and accuracy Ability to anticipate needs and solve problems proactively Efficient time management attitude with a willingness to assist team members as needed
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance Identify, refine, clarify, and define the business need Able to assist with project requirements planning
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance Identify, refine, clarify, and define the business need Able to assist with project requirements planning