Retail Acumen
- Retail Sales Skills
- Risk awareness
- Cross selling
Experience
and Qualifications
- Matric/Grade 12
- FAIS Credits (min 30 credits in short term insurance
qualification as per the FSCA qualification list.
- FAIS Regulatory examination for Representatives (RE5)
- Problem solving skills
- Risk Assessment and analysis
- Insurance Principles
client documents.
retention of clients and loyalty. Create and ensure compliance with a company wide document management system Equivalent (Essential) RE5 (Essential); 120 FAIS 120 FAIS Credits (NQF5) in Wealth management (Essential)
retention of clients and loyalty. Create and ensure compliance with a company wide document management system Equivalent (Essential) RE5 (Essential); 120 FAIS 120 FAIS Credits (NQF5) in Wealth management (Essential)
the risks and rewards. Let Liberty reward your empire-building spirit by taking away all the risks and Develop and execute retirement plans. Implement risk management and tax planning strategies. Develop practice Remain accredited and up to date in terms of FAIS You should be an entrepreneurial individual with
the risks and rewards. Let Liberty reward your empire-building spirit by taking away all the risks and Develop and execute retirement plans. Implement risk management and tax planning strategies. Develop practice Remain accredited and up to date in terms of FAIS You should be an entrepreneurial individual with
experience as a FAIS representative the following is non-negotiable:
Qualifications
Qualifications
Qualifications