The insurance consultant role is focused on providing an end-to-end service and support to brokers. servicing broker requests, including enquiries. Providing telephonic/ email support to the intermediary Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product; Assisting Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage extension) Location: Bellville (Cape Town) 6 week training 6 month contract with possible conversion Working
The insurance consultant role is focused on providing an end-to-end service and support to brokers. servicing broker requests, including enquiries. Providing telephonic/ email support to the intermediary Advising brokers to ensure that we meet with clients' needs in terms of the correct cover and product; Assisting Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage extension) Location: Bellville (Cape Town) 6 week training 6 month contract with possible conversion Working
into making a success of their business, then we need you. You've got the admin skills with a can-do attitude Managers with all the technical administration that needs to be done to help them prepare for client meetings innovative, independent wealth management firm that provides customised financial planning services to retirement professional offices in Tygervalley, Bellville. What you'll need Yes you'll be an all-rounder and you'll be supporting this is a technical industry so you need to have gained experience in financial planning ideally doing
into making a success of their business, then we need you. You've got the admin skills with a can-do attitude Managers with all the technical administration that needs to be done to help them prepare for client meetings innovative, independent wealth management firm that provides customised financial planning services to retirement professional offices in Tygervalley, Bellville. What you'll need Yes you'll be an all-rounder and you'll be supporting this is a technical industry so you need to have gained experience in financial planning ideally doing
without the client consultation side of things so no need for you to find clients, do sales or chase targets and needs. Where you'll be doing it You'll be joining a small and innovative firm that provides customised and where career growth is inevitable. What you'll need This is financial planning so of course a completed and you need to have completed your RE 5. You need to have gained no less than 2 years' experience in financial you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention
without the client consultation side of things so no need for you to find clients, do sales or chase targets and needs. Where you'll be doing it You'll be joining a small and innovative firm that provides customised and where career growth is inevitable. What you'll need This is financial planning so of course a completed and you need to have completed your RE 5. You need to have gained no less than 2 years' experience in financial you'll be compiling presentations so PowerPoint is needed to. Excellent communication skills and attention
You've gained experience doing manager research and you're keen to join a business where you can directly objectives. With opportunities to attend presentations, provide feedback, and make recommendations, every day will joining a small, innovative, independent firm that provides customised financial planning and investment services Tygervalley, Bellville. What you'll need To succeed in this role, you'll need a completed degree in Finance a CFA or CIPM certification. You need at least 3 years of experience in an Analyst role where you have
You've gained experience doing manager research and you're keen to join a business where you can directly objectives. With opportunities to attend presentations, provide feedback, and make recommendations, every day will joining a small, innovative, independent firm that provides customised financial planning and investment services Tygervalley, Bellville. What you'll need To succeed in this role, you'll need a completed degree in Finance a CFA or CIPM certification. You need at least 3 years of experience in an Analyst role where you have
representatives of the client to understand their context and needs •Partner with Employer representatives and HR professionals completion of claim forms and query trends and provide feedback and recommendations to HR •Develop and plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists events, pre and post retirement) •On request, provide accurate, and specialist advice to members who Fund promotion campaigns •Work with the Member experience specialists to understand member and pension
joining a small, innovative, independent firm that provides customized financial planning services to retirement What you'll need Experience is key, you need to have gained at least 2 years of experience assisting a planning firm. Matric is a minimum requirement and you need to be fluent in Afrikaans and English. What you'll