Role: Intermediary Financial Consultant - 12 Month Contract
Location: Hermanus, Western Cape
(monthly).
the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders for minor beneficiaries Building relationships with new clients and intermediaries on a national basis within the employee benefit strengthen existing relationships with clients/intermediaries in order to ensure that Sanlam Trust stay their provider. 17. Advice and support clients and intermediaries effectively on legal requirements and processes
the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders for minor beneficiaries Building relationships with new clients and intermediaries on a national basis within the employee benefit strengthen existing relationships with clients/intermediaries in order to ensure that Sanlam Trust stay their provider. 17. Advice and support clients and intermediaries effectively on legal requirements and processes
value and administer mandated claims Act as intermediary between insurer and client and timeously relay
value and administer mandated claims Act as intermediary between insurer and client and timeously relay
and recommend insurance products.
Provide intermediary services between insurance companies and clients
Previous experience in working with client and/or intermediary service providers.
Previous experience in working with client and/or intermediary service providers.
suitable solutions, primarily through face-to-face intermediary channels, but also directly.
What ensure the smooth and effective running the Intermediary Support and Compliance Business systems and