This document outlines the responsibilities and required skills and knowledge for an employment position at Silver Solutions 7 CC, including providing entrepreneurial and business development skills, managing office administration, keeping up with industry trends, providing compliant and accurate financial advice to clients, and being proficient in the tools and systems of various financial product providers such as Bright Rock, Momentum, Liberty, Hollard, Investec, Old Mutual, Fedgroup, Sanlam, and Allan Gray.

1. ANNEXURE TO EMPLOYMENT AT FSP 11595 – SILVER SOLUTIONS 7 CC
Entrepreneurial Skills Business Development Dispensation of Advice Compliance with Law
Management of office
administration
Disaster Management
Proactive Management
Day to Day Business
Service Management
Keeping abreast with
latest industry trends
Updated product
training
Innovative sales
strategies
Social Media
Implementation in the
practice (Facebook page
/ LinkedIn Page)
Client needs based
advice
Realty based advice
Disclosures of product
specific information that
contains consequential
information such as
premium forecasting ,
benefit structure and
their inherent terms and
conditions explained in
layman's terms
Sound , Accurate and
reliable and relevant
financial advise that is
beneficial to the client at
all times
All client interaction in
terms of FAIS / FIC
upheld at all times
Full disclosures made
Compliance with POPI ,
TCF
Masthead verified
compliance
Bright Rock – Proficient on Flint , Sales Tools , Product
Education
Momentum – Proficient on MDS online , Sales Tools ,
Quota , Product Education
Liberty – Proficient on Blueprint online (Servicing / New
Business / Admin) , Product Education
Hollard: Proficient on AltQuote , What If Quoting online
,Product Education
Investec Asset Management – Deal Prep , General
Discovery: Proficient on SmartAdvice , Discovery Tools ,
Product Education , Discovery World full online usage
inclusive of servicing
Old Mutual: Proficient on FrontOffice , Secure Services ,
EBQ , OM Wealth –Financial Planner , Tools and Product
Education
Fedgroup: Proficient on Participation Bonds and
implementation therefor
Sanlam: Proficient on SanQuote , OfficeQuote, , SanTrust ,
SanPort, Glacier full use , Leads , Alteration Quotes ,
Product Education
Allan Gray: Proficient on Adviser Zone, Tools , Fund due
diligence via Research tool , Fund House Advisor and
Product Knowledge