Join one of SA's leading Insurance companies as a Para Planner.
- Work with the Financial Adviser and complete a number of the non-client facing tasks involved in preparing and administering a financial plan or report for a client.
- Interacting and communicating telephonically with clients on a daily basis in order to update their personal and financial information
- Analyzing client financial affairs, policies, investments and creating and presenting a thorough, realistic and innovative plan to achieve financial health.
- Maintaining an in-depth understanding of new and existing investment, retirement and insurance products and legislation
- Obtaining quotes and determining the most effective and beneficial rates to the clients' specific needs
- Perform calculations in accordance with the practice's procedures and policies as well as client and adviser requirements.
Desired Skills and Experience
- RFP qualification
- 3 years industry experience
- Bilingual in Afrikaans and English
- Valid driver’s license
- CFP Qualificaqtion non negotiable as minimum requirments
If you feel you have what it takes send a detailed CV, ID, recent picture and salary slip to Cynthia@careerworx.co.za or call me on 0712895472
