Description: My client in the Short Term Insurance ... as a full representative 2+ years, of experience as a representative rendering Financial Advice ... The monitoring and maintaining of clients' short-term insurance portfolios The ...
a year ago
... selling), maintenance and retention. Regular client interaction and documented outcomes/discussions ... in terms of documentation and client records of advice Maintain good ... Insurance Re 5 3-5 years of related experience (Relationship Management) IISA/FIA (adv ...
a year ago