Good computer skills including Microsoft Office Personal Qualities Highly professional conduct Excellent
environment Ability to prioritise tasks and manage personal and departmental schedules effectively to meet
have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance • Drafting, tracking and measurement of your personal business plan. • Providing on-going service and
planning Liaise with the client re: updates of personal particulars/banking details. Compile tax calculations