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Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
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JOB PURPOSE
To provide quality and compliant quotes, proposals and Records of Advice for Financial Planners, ensuring the content of the plan is relevant, valuable and appropriate for the client. Must be competent in product structures, financial advice strategies and industry regulations, and be well-informed on products and services available in the market.
RESPONSIBILITIES
Document Preparation
Research
Administration
Customer Relationship Development
Account Management
Product Planning
Operational Compliance
Product/Service Information
Performance Management
Personal Capability Building
BEHAVIOURAL COMPETENCIES
Requirements
EDUCATION
EXPERIENCE
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