Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic expectations but not limited to: 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
Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic expectations but not limited to: 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
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor
of new business application(s), together with supporting documentation to relevant PPs. Monitoring the Providing an ongoing service and maintenance support function to the Financial Planning Partner and to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align facilitate the solution - liaison with the IT support desk etc. NAV and KPIs Full awareness and understanding understanding of information available on NAV to support the Financial Planning Partner(s). Track and monitor