with Discovery Life, Discovery Invest, Discovery Insure and Discovery Health. All relevant tools to illustrate required. Life, Health, Investment and short term insurance broker appointments Full review of fund choices Degree or diploma within the financial services/insurance/ etc space 2 years of previous Paraplanner or
with Discovery Life, Discovery Invest, Discovery Insure and Discovery Health. All relevant tools to illustrate required. Life, Health, Investment and short term insurance broker appointments Full review of fund choices Degree or diploma within the financial services/insurance/ etc space 2 years of previous Paraplanner or
Continuously satisfy customer needs and attract clientele People Management Manage performance and development
Continuously satisfy customer needs and attract clientele People Management Manage performance and development
Continuously satisfy customer needs and attract clientele People Management Manage performance and development
Continuously satisfy customer needs and attract clientele People Management Manage performance and development
Leading organisation within the "investments / insurance and financial services industry" requires a half must have administration experience within the insurance industry. Qualifications and Experience 2-3 years administration experience in the financial services / insurance industry is required : Life cover and investments providing the required levels of client services to insurance clients. The PA is part of a regional team and for engagement between Financial Planner and insurance client. FICA and AML capture and checking on client
Submission of claims against the estate. Submission of insurance claims on behalf of the estate. Daily administration
knowledge of relevant Legislation (e.g. FAIS, Insurance, NCA etc.) QA Scorecard Good Verbal and written
knowledge of relevant Legislation (e.g. FAIS, Insurance, NCA etc.) QA Scorecard Good Verbal and written