currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
action where necessary. Collate and prepare daily production scrap reports & attend daily scrap meeting towards rendering highest quality of services. Represent in meetings with relevant stakeholders. Identifies
action where necessary. Collate and prepare daily production scrap reports & attend daily scrap meeting towards rendering highest quality of services. Represent in meetings with relevant stakeholders. Identifies
reliable and productive member of the team. Professional presence: as a representative of the organization Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching Researching existing and potential replacement products in order to prepare the most appropriate recommendation
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching Researching existing and potential replacement products in order to prepare the most appropriate recommendation
the Financial Services Industry including basic product knowledge and related commission / fee payment deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received Develop and maintain good relationships with all product providers 4. Knowledge Knowledge and understanding the Financial Services Industry including basic product knowledge and related commission / fee payment
the Financial Services Industry including basic product knowledge and related commission / fee payment deposits received. Receive and process individual product provider commission statements relative to the manual commission payments. Query management - with product providers on queries and internal queries received Develop and maintain good relationships with all product providers 4. Knowledge Knowledge and understanding the Financial Services Industry including basic product knowledge and related commission / fee payment
currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional