Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment license. Primary Responsibilities: As a Short-Term Insurance Broker specializing in new business development R350.00. • Identifying client needs and offering insurance coverage tailored to their specific requirements requirements. • Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual discussions with clients to review and discuss insurance quotations. • Providing clients with accurate
Passionate: Demonstrate genuine enthusiasm for the insurance industry. • Driven: Show a determined commitment license. Primary Responsibilities: As a Short-Term Insurance Broker specializing in new business development R350.00. • Identifying client needs and offering insurance coverage tailored to their specific requirements requirements. • Obtaining quotations from a range of insurance providers, including but not limited to Old Mutual discussions with clients to review and discuss insurance quotations. • Providing clients with accurate
we focus in, such as Wealth portfolios, short term insurance, Financial, and other areas of our business book appointments with doctors for the financial advisor's visit. Source leads from the different databases financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share examinations, and all other documentation required for insurance underwriting. Continuously monitor and review regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc. Qualifications: Bcom requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable) CFP candidates preferred Minimum
Age Analysis Manage credit control limits, terms, insured and uninsured values Monitor NT Accounts Monitor debtors and hand over accounts Oversee full Credit Insurance process including declaration Monitor collection
co/ Correspondence will only be conducted with short listed candidates. Should you not hear from us within
Managing Fleet capacity and fleet insurance- first line of contact with Insurance for end to end to end claims
Managing Fleet capacity and fleet insurance- first line of contact with Insurance for end to end to end claims
existing customer base and build successful long-term relationships with clients. Matric, sales &