Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partner’s practice. […]
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. […]
On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment...