as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential conjunction with the company Partner Analyse and identify Life and Short-Term Insurance (STI) opportunities within clients Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate and Industry regulatory requirements Monthly plus Basic commission
as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience is essential conjunction with the company Partner Analyse and identify Life and Short-Term Insurance (STI) opportunities within clients Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) appointment Maintain and develop client relationships Support and contribute to company initiatives to communicate and Industry regulatory requirements Monthly plus Basic commission
required : Life cover and investments Relevant tertiary education or courses. The PA supports the Financial administrative, operations and client services support to the Financial Planner and is the liaison person insurance business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planner and his / her fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align
required : Life cover and investments Relevant tertiary education or courses. The PA supports the Financial administrative, operations and client services support to the Financial Planner and is the liaison person insurance business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planner and his / her fees due to the Financial Planner. Operational support for Portfolio Managers and CRMs Assistants align
English) Proactive and Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
English) Proactive and Disciplined Monthly plus Basic salary, medical aid, provident fund, 13th cheque
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planner. Liaise and orientate with the client base Client management and marketing support Attend all client events with Financial Planner
Exposure to financial planning The Paraplanner supports the Financial Planner in the data fulfilment and Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant from the compliance officer timeously Operational support for Portfolio Managers and Client Relationship understanding of information available on NAV to support the Financial Planner. Liaise and orientate with the client base Client management and marketing support Attend all client events with Financial Planner