bloods and medicals completed Ensuring FICA and FAIS requirements are meet with each client. Processing One Updating Elite CRM System Ensuring clients compliant with Regulation 28 Sample Checking of the Daily Sending correspondence to clients who are not compliant with Regulation 8 and monitoring these clients asset allocations are changed / switched to be compliant within the legislated timelines Accurate, clear
bloods and medicals completed Ensuring FICA and FAIS requirements are meet with each client. Processing One Updating Elite CRM System Ensuring clients compliant with Regulation 28 Sample Checking of the Daily Sending correspondence to clients who are not compliant with Regulation 8 and monitoring these clients asset allocations are changed / switched to be compliant within the legislated timelines Accurate, clear
Completed RE Exam, w orking knowledge of FAIS/FICA Legislation, FAIS Accreditation, 3 Years experience in
Completed RE Exam, w orking knowledge of FAIS/FICA Legislation, FAIS Accreditation, 3 Years experience in
administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients
administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients
12) Min 1 Year experience Background of selling Insurance is beneficial Location: Westville, Durban Basic
relevant to certain investments and help with insurance decision This role requires networking and prospecting suggest financial needs and opportunities (e.g. insurance, investments and retirement products) Customize
relevant to certain investments and help with insurance decision This role requires networking and prospecting suggest financial needs and opportunities (e.g. insurance, investments and retirement products) Customize
entrepreneurial spirit to join one of Africa's leading insurance companies. The role is about championing our valued