Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Financial Planner / Advisor Capturing and taking minutes of meetings from Financial Advisors interaction with well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing reporting to management Working with brokers and maintaining broker relationships Procurement of new business business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing reporting to management Working with brokers and maintaining broker relationships Procurement of new business business. Minimum Requirements: Short Term Insurance Certificate RE Completed 5 Years Marine Underwriting
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing reporting to management Working with brokers and maintaining broker relationships Procurement of new business business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
and loss data for renewals Submitting renewals terms and processing policy renewals Loading, issuing reporting to management Working with brokers and maintaining broker relationships Procurement of new business business. Minimum Requirements: Short Term Insurance Certificate RE Completed 2 Years Marine Underwriting
logical reasoning Structuring complex information in terms of their relevance and make a conclusion. Good time
The Sales Manager – South Africa will develop long-term relationships with the Clients interpreting their
challenge yourself every day and develop a long term, fulfilling career. We pride ourselves in offering
challenge yourself every day and develop a long term, fulfilling career. We pride ourselves in offering