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Manage a panel of xxx financial advisors
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must have previous Discovery experience
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Information gathering
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Consolidating and re-structure of a client’s existing portfolio
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Compiling a financial needs analysis based on information gathered: Life/ Disability/ Severe Illness/ Income Protection/ Retirement
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Preparing various quotations based on FNA findings
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Completing, documenting and presenting a financial assessment.
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Servicing existing client base
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Contacting client and booking review
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Information gathering (updated income and debt at least)
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Finalising servicing quotes
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Transferring to a one pager
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Re – iterating the DRO value proposition and need for vitality engagement.
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Receiving, checking and submitting applications
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Loading queries on the CRM system and following through until finalised
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Requesting Astutes and transferring information to client policy schedules
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Preparation of quotations at various insurance companies.
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Transferring quotes data to excel graph format.
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Reporting and Planning
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Providing advisor with a fully completed compliance pack.
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Keeping track of cases and commission – excel weekly spread sheet – liaise with the senior broker assistants with cases and commission
