degree
Candidate will receive excellent training and experience during a 3 year training contract. They will qualify
preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers legislation Financial planning fundamentals and product knowledge. Competencies Computer skills: Microsoft needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
losses effectively. You must be willing to attend training in Johannesburg. Skills and Experience: Engineering advantageous but is not mandatory. Willing to go for training at the Johannesburg branch. Key Responsibilities:
recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
beginning of the procedure. Daily Procedure: Enter production figures Enter stock received figures Allocate delivery schedule for the following day Plan production schedule for the following day Answer calls and maintenance check if anything needs to be done. Order products based on stock levels Check bulk paper stock is beginning of the procedure. Daily Procedure: Enter production figures Enter stock received figures Allocate delivery schedule for the following day Plan production schedule for the following day Answer calls and
informed on product comparisons with opposition products
- Stay abreast of MI product changes and
understanding of the short-term insurance industry and products
- Thorough understanding of business principles
formulate associated reports.