An experienced Product Manager (Lifestyle Products) needed for a Finance and Investment Company where they are responsible for guiding the success of a product and leading the cross-functional team that is responsible for improving it.
Lifestyle Products for the role will include but not limited to :
Life Insurance Portfolio Life Insurance & Benefit Cover on Death or Disability
Endowment Portfolio Life savings plan for add-on benefit to a Retirement Policy
Death Burial Policy A policy that specifically pays the cost of burial in even of death
Medical Insurance & GAP Policy A medical / healthcare managed policy for Client healthcare
Short Term Products A mix of cover for vehicles, assets, household and related
Education Policy / ies A strategic insurance plan dedicated to child further education
Legal Protection Policies An essential and immediate access to high level legal support
Banking Strategies A review of Client banking services, costs and credit cards is done
Credit & Loan Agreements An assessment of all Client credit and loan agreements is done
Mortgage Loan Agreements An assessment of all Client mortgages and loans is done
Tax Audit & Updates An assessment & review of Client tax exposure is done
Last Will & Testament An assessment of the Clients Will is done and reviewed
Family Trust If the Client has a Family Trust this is reviewed for updating
Personal Security We do a threat assessment on a Client’s personal security needs
Working across offices based in CPT, KZN and JHB you will need to be hands on and have experience in the above field.