Description:
Purpose of Role:
To provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the company’s Partner.
Job Responsibilities:
Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate Planning (in conjunction with the company’s Fiduciary partners) and Business Assurance. Implement the agreed solution for clients and manage underwriting and other onboarding requirements. Review clients cover according to internal business procedures, or if client circumstances change. Acquire short term insurance leads from th
15 Apr 2025;
from:
gumtree.co.za