financial service solutions to facilitate their long term wealth creation, protection and niche financing
ut/Core Tasks:
Establish long-term relationships with clients
Financial planning
(Essential)
At least 1 year experience in long-term insurance or at least 3 years experience in short-term
Updated DOFA date Class of Business - short term, long term, commercial lines CPD to be up to date and all
Updated DOFA date Class of Business - short term, long term, commercial lines CPD to be up to date and all