Internal Virtual Advisor/Assistant/Paraplanner - Fourways
Wednesday, 19 May 2021
Insurance - Other Insurance
R15 000,00 - R20 000,00 (PER MONTH)
Financial Planning incl. Needs Analysis.
Advice on Life, Investments, Retirement prod.
Marketing campaigns & Network & obtain referrals
Telephonic reviews & assisting Advisors
Arranging Appointments for Advisors
Presentation & negotiations
NSBC & General Group Scheme:
o Sales & after-sale loading of schemes to DL & submission
o Check on Medical requirements.
o NSBC Functions & Presentations
o Follow up on NSBC leads
o Check comm. statements
Portfolio prep & analysis
a. Updating schedules
b. FNA’s prep
c. Identify Shortfalls & Opportunities
d. Astute downloads to Data Capturer
Prep new buy and sells
Quotes, In-house Servicing, Upgrades
Client Auth letters
Draft: FNA, ROA,FP, RAR & Invest Replacement Comparison
Compliance docs loading.
Create & follow up of TASKS & THREADS.
Monitor Lapse Reg & Task
Conservation/Retention of business
C.O.L - Deferred, Declined
Tech queries & Broker support
Liaise with Broker Consultants
Keep up to date with the latest legislation
Monitoring & tracking - new bus & servicing pipeline
Office meeting/in-house training
Min. CPD Points maintained - attend training & ongoing training - CFP Qualifiation
Fit & Proper Training - Board notice 190 (2017)
General admin – In house servicing – Upgrades & downgrades & new Bus