selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
clients within the finance industry, including banks, asset managers, insurance companies, and fintech
processing solutions, mobile money systems, agency banking solutions, third party processing, managed service
Make sure payments are received and correct, banking details. CLIENT LIAISON: Building a relationship
Make sure payments are received and correct, banking details. CLIENT LIAISON: Building a relationship
Provide the sales office with weekly sales report of banked sales from previous week. • Always strive to provide
Provide the sales office with weekly sales report of banked sales from previous week. • Always strive to provide
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code
selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered