implement advice in respect of insurance needs and solutions to the company clients in conjunction with the candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant such as Estate Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting requirements. Review clients cover according to internal business procedures, or if client circumstances change
implement advice in respect of insurance needs and solutions to the company clients in conjunction with the candidates with a CFP. Have completed relevant class of business and product specific training. FAIS compliant such as Estate Planning and Business Assurance. Implement the agreed solution for clients and manage underwriting requirements. Review clients cover according to internal business procedures, or if client circumstances change
execute effective sales strategies to acquire new business. Build and maintain a robust pipeline of prospective logistics needs and propose customized solutions. Growing existing business and cross selling with existing
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where
A bachelor's degree, or higher, in financial / business / commerce or Marketing secures A wonderful career Requirements: A bachelor's degree, or higher, in financial/business/commerce or Marketing Services or related fields formal business or marketing qualification and/or certificates will be helpful. Financial Business Unit Minimum experience. Experience in Distribution/Business Unit Management in Financial Services or Networked to Client Experience and the broader business goals. Merge Business Development and Marketing Execution
A bachelor's degree, or higher, in financial / business / commerce or Marketing secures A wonderful career Requirements: A bachelor's degree, or higher, in financial/business/commerce or Marketing Services or related fields formal business or marketing qualification and/or certificates will be helpful. Financial Business Unit Minimum experience. Experience in Distribution/Business Unit Management in Financial Services or Networked to Client Experience and the broader business goals. Merge Business Development and Marketing Execution
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where
skills in evaluating problems and identifying best solutions while being flexible to accommodate the changing Administration relating to client transfer and new business transactions. Submission of intermediary appointment the relevant PPs. Capture and checking of new business documentation to ensure completeness and accuracy alignment to the lodgment rules. Submission of new business application(s), together with supporting documentation Monitoring the underwriting and acceptance of new business transactions. Arranging medicals for clients where
departments to ensure alignment of technical solutions with business goals. 4. Client Communication: Interface