To provide support to the Legal Claims Department; regarding the processing of High Risk claims. To quickly resolve claims. Providing guidance to junior staff members where required. To work high risk/overdue claims of other's portfolio where required. To manage a high-risk claims portfolio To ensur
Looking for a Long-Term Insurance Broker that specializes in advising and selling long-term insurance policies, including life insurance, annuities, funeral, retirement policies, etc. The broker will be responsible for understanding client needs, providing expert advice, and finding the best insuran
The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
be supported by the internal team and appointed advisors on the projects. Prior experience and knowledge of technical, legal, financial and empowerment advisors on various project finance projects; Risk assessment relating to the transactions including feasibility study outcomes and evaluation outcomes; Marking up various participating in negotiations (supported by external legal advisors); Presentation of investment proposals, feasibility (supported by external advisors including legal, technical and empowerment advisors); Coordinate the transaction
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused
clients who visit the office;
Attend to clients who visit the office; Liaise with advisors to ensure their files are in order; Attend to Schedule appointments; Prepare documentation for advisors; Attend to the purchasing of items required in The candidate must be able to write and speak Afrikaans/English fluently. Candidate must also have their
Attend to clients who visit the office; Liaise with advisors to ensure their files are in order; Attend to Schedule appointments; Prepare documentation for advisors; Attend to the purchasing of items required in The candidate must be able to write and speak Afrikaans/English fluently. Candidate must also have their