currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice in respect requirements in respect of long-term insurance products. Must not have been declared insolvent or provisionally Have completed relevant class of business and product specific training. FAIS compliant (continuous professional
their newly installed production lines. Duties include management of production processes, management management of a production team, first line technical maintenance of machinery and equipment, hitting production
various Commercial products – in depth knowledge. Needs to understand Commercial Lines product requirements requirements. Various Insurers – Commercial products Needs to understand and have knowledge of how the Commercial Rating etc. Logical thinker Be able to translate product requirements into system functionality – Eg. What
various Commercial products – in depth knowledge. Needs to understand Commercial Lines product requirements requirements. Various Insurers – Commercial products Needs to understand and have knowledge of how the Commercial Rating etc. Logical thinker Be able to translate product requirements into system functionality – Eg. What
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching Researching existing and potential replacement products in order to prepare the most appropriate recommendation
(Long-term) and Tax Planning. Knowledge of financial products and services offered by our company. Experience Financial Planning Industry, financial and insurance products, and financial planning concepts, as well as investments Research, select and compare appropriate investments/products/vehicles. Managing the client review process. and risk management needs, product offerings available, and changes in product provider rates. Researching Researching existing and potential replacement products in order to prepare the most appropriate recommendation
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
strong knowledge of investments, and can compare products, ROI, and fees. Can work independently. Strong Requirements: 3> years financial planning Discovery product accreditations Discovery Smart Advice and other with a panel of different Advisors -Discovery product knowledge required -Discovery system experience
recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and
recommend suitable products. Individual risk assessment – relating to suitability of products for the customer provide recommendations on long term insurance products Promote business to increase customer base and