 Assist and analyse clients personal circumstances, recommend products and compile a financial plan to help achieve their goals. Product recommendations/Guidance/Proposal on the following: Disability Insurance Funeral Cover Life Insurance Short-term Insurance for possessions such as your house and car Estate Planning (including drawing up a Will and establishing a Trust) Education Planning Medical Cover(Gap Cover, Hospital Cash Plan) Retirement Planning Unit Trusts Preparing quotes and submission of policies Request for medicals Admin Cold Calling Prospecting Annual reviews Disinvestments Long Term Investments