members identify and implement plans for own/team training and development needs Carrying out staff appraisals
Participate in annual performance appraisals. Request training as necessary. Additional Responsibilities Seek
appraisals Identify and monitor direct reports/team's training and development Manage adherence to the company's
quotation and policy conversions.
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning
Reviews
Complete the necessary training on the Companys preferred financial planning tools
capability in the campaign by working closely with training delivery teams to ensure the ongoing development
1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements
1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements