meet our clients' needs. Our needs-matched life insurance is a first in the industry – it's made just for Knowledge of long-term insurance industry • Experience in Individual life insurance product i.e. Life cover • Sound Business and Operational knowledge of Insurance Industry conservation processes Skills • Strong
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 goals Regularly review clients' bank and other accounts and analyze their financial data to understand
(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 goals Regularly review clients' bank and other accounts and analyze their financial data to understand
experience in the insurance industry
Work with a group of highly productive Financial Advisers and support staff with one of Discovery's largest franchises. We have an ongoing need for support staff with Discovery experience in our team. See roles available below Paraplanners – Discovery Experienced The ideal candidate for this role
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 goals Regularly review clients' bank and other accounts and analyze their financial data to understand
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.
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
of our finance team, the Accounts Payable Clerk, reporting to the Accounts Payable Manager, ensures precision />