Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management Drivers License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co
with expertise in the telecommunications and/or insurance industries, specifically focusing on Telco and and a deep understanding of the Telco and/or insurance sectors across the African continent. Daily and for improvement and growth. Develop embedded insurance product opportunities within each business area inspire the partner sales teams to promote the insurance products and achieve individual and collective the partner products and services, as well as insurance offerings within each Business unit. Utilise market
journals
has prior experience in working with top-tier insurance, consulting or financial services firms such as years of product management experience in the insurance and/or financial services industry Strong understanding
basis. Effective Management of Asset Register and Insurance: Ensure all asset registers are updated. Ensure depreciated. Ensure assets are adequately safeguarded. Insure all company assets. Prepare monthly reports for
Letters/ Manuals / Registers/ Operational templates) Insurance claims Arrange appointments Data capturing Renew
garden services, COT etc · CSOS annual returns · Insurance claims · Daily control of checklists The post
sized general practice who works on anything from Insurance Law, to Family Law, to Labour Law to Corporate
about exciting opportunities in leading banks and insurance companies across South Africa. (Please note: We
speaking Benefits: Competitive salary. Health insurance. Professional development opportunities. Collaborative