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
•Coach •Process Champion •Customer Champion •Consultant •Risk Mitigator •Solutioner •Knowledge Manager (Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint •8 Years
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
Discovery products and programs. Duties include: All Health queries. Beneficiary changes Change of bank details
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
Operations practice works with clients across the Insurance sector and other industries both National and VAP’s value-added products and services to the insurance industry.
Our client is seeking a Finance & Insurance Manager for George. Dealership units - 35 Financing customers Compliance Matric Drivers RE 5 NCA Card FETC Retail Insurance / Banking Qualification Class of Business Product
candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term matters and provide recommendations on long term insurance products Promote business to increase customer certifications Strong understanding of the long term insurance space Excellent sales skills Must have current
a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible providing expert advice, and finding the best insurance solutions to meet those needs. This role involves regulatory requirements. Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs determine their insurance requirements. Provide expert advice on suitable long-term insurance products. Explain
Our client is seeking a Finance & Insurance Manager for George. Dealership units - 35 Financing customers Compliance Matric Drivers RE 5 NCA Card FETC Retail Insurance / Banking Qualification Class of Business Product