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
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
Accustomed to meeting sales, profitability and production targets • Sound knowledge of internal controls stock levels • Are adequate to meet sales orders/production targets • Negotiating pricing with suppliers and processes • Creating BOM's for new products • Daily production plan discussion with factory manager to monitor production/solve problems • Setting monthly production targets for production manager • Ensuring Ensuring production is backflushed daily-assist with backflushing as and when required • Determining when
Accustomed to meeting sales, profitability and production targets • Sound knowledge of internal controls stock levels • Are adequate to meet sales orders/production targets • Negotiating pricing with suppliers and processes • Creating BOM's for new products • Daily production plan discussion with factory manager to monitor production/solve problems • Setting monthly production targets for production manager • Ensuring Ensuring production is backflushed daily-assist with backflushing as and when required • Determining when
(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
Letsatsi Finance and Loan (Pty) Ltd loan/insurance products; creation of new business; maintaining and improving Marketing Letsatsi Finance and Loan (Pty) Ltd products and services Developing and growing customer database requirements Keep updated with product knowledge Educate customers on products and terms & conditions