What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Description
Relationship Management: Own the primary relationship with the client by being the client’s main contact point for all corporate and investment banking needs.
Clien
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Description
3 years sales exp in Short Term Insurance background ,150 Short Term Insurance FAIS credits, RE5 certificate complete, Personal lines, CPD Sales Target : Proactively make self-in
Job Responsibilities:
Register customer information.
Explain to customers the offer and the product benefits.
Conduct needs analysis, understanding the client’s requirements so you abl
Job Description
Business Planning, Business Performance Monitoring & Revenue Generation: Business Planning, Business Performance Monitoring & Revenue Generation
Leading the comme
Job Description
Incumbent must have minimum 3 years experience in retentions, short-term insurance industry only. Completed RE5 certificate, Personal Lines, CPD up to date, 150 FAIS Credits in s
Job Description
Incumbent must have minimum 3 years experience in underwriting, short-term insurance industry only. Completed RE5 certificate, Personal Lines, CPD up to date, 150 FAIS Credits in
Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea
Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea
Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea