clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
financial planning process. Knowledge Financial Services Industry Understanding of FAIS and FICA legislation within the company. 4-5 years in the financial services industry. Relevant tertiary education or courses