Risk Consultant  

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Description

You will provide and implement advice in respect of insurance needs and solutions to clients in conjunction with the Financial Planner.
Analyse and identify Life and Short-Term Insurance (STI) opportunities within the client bases of their panel of financial planning partners practice. […]
Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. […]
Implement the agreed solution for clients and manage underwriting and other onboarding requirements. […]
On receipt of the clients consent, refer these clients to the STI tele-advisor, book an appointment...

4 days ago from: executiveplacements.com

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