be responsible for understanding client needs, providing expert advice, and finding the best insurance clients to determine their insurance requirements. Provide expert advice on suitable long-term insurance products relationships with clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
be responsible for understanding client needs, providing expert advice, and finding the best insurance clients to determine their insurance requirements. Provide expert advice on suitable long-term insurance products relationships with clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
be responsible for understanding client needs, providing expert advice, and finding the best insurance clients to determine their insurance requirements. Provide expert advice on suitable long-term insurance products relationships with clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
be responsible for understanding client needs, providing expert advice, and finding the best insurance clients to determine their insurance requirements. Provide expert advice on suitable long-term insurance products relationships with clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
Financial Control policies
Maintain Financial Control policies Developing a training programme for Technical Accounting Assist with
Maintain Financial Control policies Developing a training programme for Technical Accounting Assist with
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker process for Partner(s) Monthly plus Basic Salary provident fund
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker process for Partner(s) Monthly plus Basic Salary provident fund
Reviews
Complete the necessary training on the Companys preferred financial planning tools
Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker