and short-term insurance products as well as investment products and to develop relationships with a
and short-term insurance products as well as investment products and to develop relationships with a
and short-term insurance products as well as investment products and to develop relationships with a
and short-term insurance products as well as investment products and to develop relationships with a
and short-term insurance products as well as investment products and to develop relationships with a
and short-term insurance products as well as investment products and to develop relationships with a
and short-term insurance products as well as investment products and to develop relationships with a
Affluent clients Focus sales split 70% Risk and 30% Investment & Wealth Ability to work independently Own conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to organizations authority for the skill area. Life and Investment Product Knowledge Verbal Communication Apply market conditions that enables maximum return on investments. Financial analysis Apply concepts of knowledge partners; Explains how the solution aligns with needs; Invests appropriate time to understand core needs; Offers
Affluent clients Focus sales split 70% Risk and 30% Investment & Wealth Ability to work independently Own conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to organizations authority for the skill area. Life and Investment Product Knowledge Verbal Communication Apply market conditions that enables maximum return on investments. Financial analysis Apply concepts of knowledge partners; Explains how the solution aligns with needs; Invests appropriate time to understand core needs; Offers