Financial Advisor (Risk Products)
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- Company Headhunters - View more jobs
- LocationDurban
- Job TypePermanent
Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP. […]
Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners 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 and Business Assurance. […]
On receipt of the clients consent...
13 days ago from: executiveplacements.com
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