Risk and Investment Broker
3 days ago
As a Risk and Investment Broker at TWK Agri (Pty) Ltd. in the Midlands, KwaZulu-Natal, you will play a critical role in understanding client financial goals and risk tolerance to provide expert advice on long-term insurance solutions.
Key Responsibilities:- Assess client financial goals and risk tolerance to advise suitable products
- Develop and implement strategies to promote business growth
- Stay up-to-date with industry trends, regulatory requirements, and insurance products
- Ensure all transactions comply with regulatory and company standards
- Maintain accurate records of client interactions and policy details
Requirements:
- Relevant qualification in finance or insurance
- Minimum 2 years' experience in the long-term insurance industry
- Strong understanding of the long-term insurance industry
- Experience working with various insurance companies
- Valid driver's license and own vehicle
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