The purpose of this role is to attract, acquire, and retain clients by designing and delivering a risk insurance solution which services their financial wellness. […]
3 year diploma or degree in Financial Planning, Business, Finance or Economics - minimum NQF level 5 (required) […]
Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen life insurance product quote. […]
Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients' financial goals. […]
Adhere to compliance requirements...