Purpose of Role: To provide and implement advice in respect of insurance needs and solutions to our clients in conjunction with the client Partner. Job Responsibilities: New Advice Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financ
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
Experience and Required Business Skills
Grade 12 / Matric
FAIS accreditation
120 insurance credits preferable
Minimum 4 years industry experience LONG term insurance)
Sound knowledge of long term insurance
RE 1 - RE 5 preferable
Experienc
Reference: JHB000960-Nires-2 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be giv
Reference: JHB000960-Nires-2 Leading organisation within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This position is based in Kloof / Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be giv
Minimum 5 years experience as a Broker Consultant / Life Insurance Agent, etc.
Preference will be given to candidates with a CFP
RE5 is essential
Have completed relevant class of business and product specific training
FAIS compliant (continuous professional development)
Comp
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Minimum 5 years experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc.
Life insurance experience is essential ie. Death, Disability and Critical Cover needs
Estate Planning (in conjunction with the Company Fiduciary partners) and Business Assurance
Short-te
Reference: JHB000961-Nires-2 Leading organisation within the "insurance / investments and financial services industry" requires a Risk Consultant for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance experience