You will provide and implement advice in respect of insurance needs and solutions to clients from an existing client base .
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 for the...