(Bcom / BSc/ B. Proc) – Financial Planning/Life Insurance •Proficient in EXCEL and PowerPoint •8 Years
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management and analyze their financial data to understand if life or economic changes are necessary to reach their
brokers on record. Fund Switches and paidup requests. Life claims Statement and tax certificate requests Gap
Determine clients' expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management and analyze their financial data to understand if life or economic changes are necessary to reach their
We are an Authorised Financial Services Provider specialising in Direct Sales and Marketing we are looking for individuals who will be required to promote and sell our products, if you have Leadership qualities and are a team player this opportunity is for you. Responsibilities -Develop and maintain
Operations practice works with clients across the Insurance sector and other industries both National and VAP’s value-added products and services to the insurance industry.
12) Min 1 Year experience Background of selling Insurance is beneficial Location: Westville, Durban Basic
we are seeking dynamic individuals with a financially broad understanding of financial management principles to represent Liberty and to form a strong business foundation to help more customers get financially savvy. Liberty offers a mentorship programme designed to equip you with adequate training
Our client is seeking a Finance & Insurance Manager for George. Dealership units - 35 Financing customers Compliance Matric Drivers RE 5 NCA Card FETC Retail Insurance / Banking Qualification Class of Business Product
candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term matters and provide recommendations on long term insurance products Promote business to increase customer certifications Strong understanding of the long term insurance space Excellent sales skills Must have current