Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management
industry RE 5 NCA Card & Compliancy FETC Retail Insurance Qualification Basic company vehicle fuel comm
industry RE 5 NCA Card & Compliancy FETC Retail Insurance Qualification Basic company vehicle fuel comm
queries. • Addressing general inquiries related to insurance products, coverage, and excesses. • Efficiently activities and soliciting quotations from our esteemed insurance partners. • Profiling risks and conducting a thorough with attention to detail. Our insurance partners are: • Discovery Insure • PPS STI • CIB • Momentum • to have product experience with our relevant insurance partners, as product specific training will be
potential clients Long term insurance, i.e. life insurance, disability insurance, income protection, dread management Education planning Medical aid Short term insurance, i.e. vehicle & asset management Final will examinations, RE 1 & RE 5 will be beneficial. Insurance & financial services industry experience not
potential clients Long term insurance, i.e. life insurance, disability insurance, income protection, dread management Education planning Medical aid Short term insurance, i.e. vehicle & asset management Final will examinations, RE 1 & RE 5 will be beneficial. Insurance & financial services industry experience not
market. Our mission is to offer primary healthcare insurance solutions to the vast majority of South Africans obligations within the insurance industry Maintaining awareness of non-insurance regulatory framework, compiling of statutory reports to the FSCA and Insurers Consulting on an on-going basis with Operational within the insurance industry Expert knowledge of legislation applicable to the insurance industry Solid
market. Our mission is to offer primary healthcare insurance solutions to the vast majority of South Africans obligations within the insurance industry Maintaining awareness of non-insurance regulatory framework, compiling of statutory reports to the FSCA and Insurers Consulting on an on-going basis with Operational within the insurance industry Expert knowledge of legislation applicable to the insurance industry Solid
queries. • Addressing general inquiries related to insurance products, coverage, and excesses. • Efficiently activities and soliciting quotations from our esteemed insurance partners. • Profiling risks and conducting a thorough with attention to detail. Our insurance partners are: • Discovery Insure • PPS STI • CIB • Momentum • to have product experience with our relevant insurance partners, as product specific training will be
relationships between the client and the finance house/insurance provider