Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
able to take the initiative (self-starter) To provide and implement advice in respect of insurance needs comparisons, and quotation) for presentation to clients Provide the specialist advice in respect of Life Insurance
able to take the initiative (self-starter) To provide and implement advice in respect of insurance needs comparisons, and quotation) for presentation to clients Provide the specialist advice in respect of Life Insurance
courses. The PA supports the Financial Planner in providing the required levels of client services to insurance Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are Planning Partner(s). Monthly plus Basic salary provident fund
courses. The PA supports the Financial Planner in providing the required levels of client services to insurance Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal complaint are confirmed by the relevant PPs timeously. Providing an ongoing service and maintenance support function client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules are Planning Partner(s). Monthly plus Basic salary provident fund
readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker process for Partner(s) Monthly plus Basic Salary provident fund
readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker process for Partner(s) Monthly plus Basic Salary provident fund