Purpose of Role: To provide and implement advice in respect of insurance needs and solutions to our clients in conjunction with the client Partner. Job Responsibilities: New Advice Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financ
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.
Preference will be given to candidates with a CFP
RE5 is essential
Have completed relevant class of business and product specific training
FAIS compliant (continuous professional development)
Comp
include quoting on new business risks Experience managing commercial risks, underwriting and preparing commercial
include quoting on new business risks Experience managing commercial risks, underwriting and preparing commercial
financial goals and risk tolerance to recommend suitable products. Individual risk assessment – relating customer base and grow revenue. Examine tax status and risk tolerance to maximize income and save money. Advise
financial goals and risk tolerance to recommend suitable products. Individual risk assessment – relating customer base and grow revenue. Examine tax status and risk tolerance to maximize income and save money. Advise
financial goals and risk tolerance to recommend suitable products. Individual risk assessment – relating customer base and grow revenue. Examine tax status and risk tolerance to maximize income and save money. Advise
financial goals and risk tolerance to recommend suitable products. Individual risk assessment – relating customer base and grow revenue. Examine tax status and risk tolerance to maximize income and save money. Advise
skills;
strategic decision-making. Risk Management: Identifying and mitigating financial risks, ensuring compliance