needs Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Short-term Have completed relevant class of business and product specific training Ability to function at a strategic requirements in respect of long-term insurance products Must not have been declared insolvent or provisionally and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement
needs Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Short-term Have completed relevant class of business and product specific training Ability to function at a strategic requirements in respect of long-term insurance products Must not have been declared insolvent or provisionally and solutions to clients in conjunction with the company Partner Analyse and identify Life and Short-Term such as Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance Implement
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of Responsible for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of Responsible for complete data integration from the Company's CRM to various "methodology” tools Ensure completeness
Reference: JHB001037-Nires-1 Leading pharmaceutical company based in Johannesburg North requires an experienced environment, including compilation and submission of new product applications and variations in accordance with experience within the Pharmaceutical industry in a Production/Quality/Clinical environment a distinct advantage through successful new product introductions and maintenance of current product portfolio in the region Regulatory requirements for the New Product Launch Pipeline and the existing product portfolio in the region, through
Reference: JHB001037-Nires-1 Leading pharmaceutical company based in Johannesburg North requires an experienced environment, including compilation and submission of new product applications and variations in accordance with experience within the Pharmaceutical industry in a Production/Quality/Clinical environment a distinct advantage through successful new product introductions and maintenance of current product portfolio in the region Regulatory requirements for the New Product Launch Pipeline and the existing product portfolio in the region, through
reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
reporting etc.). Liaison between Financial Planner and product providers (PPs). Equipped to follow the formal and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT & Systems Preparation Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as
the necessary knowledge about our industry & products. The second 12-month period will see you rotating
the necessary knowledge about our industry & products. The second 12-month period will see you rotating