responsibility for the central point of contact for all commissions processing / income processing, distributed amongst others Operational Support (10%) Support the Centre with general office management tasks including facilities Support the Centre with the ordering of stationery / office refreshments for all offices in the Company accessible and inclusive Championing diversity in all its forms Any other duties that may from time to individuals at the Centre on a day-to-day basis Develop and maintain good relationships with all product providers
responsibility for the central point of contact for all commissions processing / income processing, distributed amongst others Operational Support (10%) Support the Centre with general office management tasks including facilities Support the Centre with the ordering of stationery / office refreshments for all offices in the Company accessible and inclusive Championing diversity in all its forms Any other duties that may from time to individuals at the Centre on a day-to-day basis Develop and maintain good relationships with all product providers
experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with
experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with
experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience
experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience
tools Ensure completeness and data field labeling in all applications and tools Responsible for full data planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan Ensure Be present in all compliance officer meetings with your Financial Planner. Address all remedial actions NAV (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained Planner. Liaise and orientate with the Partner on all data and practice attributes on NAV Track and monitor
tools Ensure completeness and data field labeling in all applications and tools Responsible for full data planning function in IWP. Check and ensure that all final plans are compliant and saved on XPlan Ensure Be present in all compliance officer meetings with your Financial Planner. Address all remedial actions NAV (internal software), IT, Systems & KPIs All client records and tasks to be managed and maintained Planner. Liaise and orientate with the Partner on all data and practice attributes on NAV Track and monitor