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clients: – Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients market trends, investment performance, benchmarks, insured values, etc – Process and Implement instructions
Qualification as per the FSB ● 2 Years’ Experience in the Insurance Industry; ● 1 Year Client Services ● 1 years’
Ensure client investigation deadlines are met and consultant keeps the client continually in the loop. Provision
Promote additional services such as GPS rental, insurance, and child seats. Upselling: Encourage customers