Insurance and Financial Services Expert
3 days ago
**Key Responsibilities:**
To succeed as an Insurance and Financial Services Expert, you will need to:
- Understand clients' financial needs and determine their expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance
- Answer clients' questions and address their concerns
- Provide advice on insurance coverage, investment planning, cash management, and other areas to help clients reach their financial goals
- Regularly review clients' bank accounts and analyze their financial data to ensure they are on track to meet their financial objectives
- Manage and update clients' portfolios
Minimum requirements include Matric, 2 years Sales experience, RE 5 qualification (not essential), own car, drivers license, laptop, and network of clients.
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