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Work Background
University of South Africa/Universiteit van Suid-AfrikaTeaching Assistant
Mar. 2023 - Dec. 2024Johannesburg Metropolitan Area• Graded students in the Business Ethics and Sustainability module, providing detailed feedback for improvement.
• Facilitated engaging online discussions to enhance student understanding and critical thinking skills.
• Monitored student progress and provided timely support to ensure academic success.
Encore SABusiness Coach and Mentor
Nov. 2019Johannesburg, South AfricaImplement best business practice methodologies and principles in IFA Practice Management. Engage business owners in strategic management, business management practices, operations management, financial planning philosophies, people management and client management. Thereby creating value and asset growth in the business and making them more sustainable.
Old Mutual WealthBusiness Coach
Mar. 2017 - Oct. 2019Sandton Implement best business practice methodologies and principles in IFA Practice Management. Engage business owners in Strategic management, business management practices, operations management, financial planning philosophies, people manaement and client management. Thereby creating value and asset growth in the business.
Old Mutual WealthWealth Business Specialist
Aug. 2015 - Mar. 2017SandtonBuild the OMW brand among the investment focused IFAs in the relevant region.Grow NCCF on the platform
and internal solutions from these IFAs. Successfully on-board new contracts, activate new and dormant
OMW contracts from these top end IFAs and ensure accreditation and training on products and systems is
completed. Compile and maintain competitor information by conducting a SWOT analysis in relation to the
OMW value proposition, Maintain a database of these non supporting IFAs and ensure that a comprehensive
CRM profile of these practices is built and maintained over time.
MomentumMarketing Consultant
Jan. 2014 - Jul. 2015Soweto RegionI was responsible for the overall sales of Momentum products. My main function is to assist brokers in growing their practices and sales by identifying marketing opportunities within their businesses. I would create marketing campaigns that ran quarterly and then monitor the sales. I coordinate client forum presentations with the assistance of industry experts in the areas of risk,investments, legal and practice management. I also coached new financial advisors and trained them on our product range. As part of my marketing, I design a monthly e-newsletter that updates the brokers on their performance, industry legislative changes, internal changes and marketing ideas that they can implement.
Old Mutual South AfricaBusiness Consultant
Jan. 2009 - Dec. 2013My main function is to assist brokers in growing their practices and sales by identifying marketing opportunities within their businesses. I would create marketing campaigns that ran quarterly and then monitor the sales. I coordinate client forum presentations with the assistance of industry experts in the areas of risk, investments, legal and practice management. I also coached new financial advisors and trained them on our product range. As part of my marketing, I design a monthly e-newsletter that updates the brokers on their performance, industry legislative changes, internal changes and marketing ideas that they can implement.
SanlamFinancial Advisor
Sep. 2007 - Jan. 2008SandtonMarketing Sanlam products i.e. Investments-LISP and LIFE, Retirement Annuities-SARAF, Funeral Covers,
Life Cover, Business Assurance and Estate Planning. To contact clients and setting up meetings, either
within an office environment or in clients' homes or business premises; To conduct in-depth reviews of
clients' financial circumstances, current provision and future aims; Analyze financial information and
preparing plans best suited to individual clients' financial goals; To draft and analyze risk and advise on risk
mitigating actions; To research the marketplace and provide clients with information on new and existing
products and services; To design financial strategies; To assist clients to make informed financial decisions;
To research information from various sources, including providers of financial products; To review and
respond to clients changing needs and financial circumstances; To promote and sell financial products that
meet given or negotiated sales targets; To negotiate with product suppliers for the best possible rates.
Liberty Group South AfricaFinancial Advisor
Aug. 2006 - Aug. 2007Marketing Liberty Life products i.e. Investments-LISP and LIFE, Retirement Annuities-SARAF, Funeral Covers,
Life Cover, Business Assurance and Estate Planning. To contact clients and setting up meetings, either
within an office environment or in clients' homes or business premises; To conduct in-depth reviews of
clients' financial circumstances, current provision and future aims; Analyze financial information and
preparing plans best suited to individual clients' financial goals; To draft and analyze risk and advise on risk
mitigating actions; To research the marketplace and provide clients with information on new and existing
products and services; To design financial strategies; To assist clients to make informed financial decisions;
To research information from various sources, including providers of financial products; To review and
respond to clients changing needs and financial circumstances; To promote and sell financial products that
meet given or negotiated sales targets; To negotiate with product suppliers for the best possible rates.
Discovery Health PartnersRetentions Specialist
Dec. 2004 - Aug. 2006SandtonRetaining clients who threatened to leave Discovery due to service dissatisfaction or product dissatisfaction. resolving escalated queries, negotiating new terms of the contract and retention of the client. Liaising with irate clients daily and attempting to save their membership
Imazi Holdings ccSenior Managing Director
Apr. 2004 - Aug. 2006This was a logistics transport business that I owned 100%. It acquired a FMCG transporting contract to ferry goods from one point to the next. We were subcontracting under another company. The business was dissolved when the contract ended.
AIGBusiness to Customer Marketer
Apr. 2002 - Aug. 2002BraamfonteinSelling financial products to individuals at the sites we were placed. We would get to the company site and stay there for a week or 2 selling short term insurance products.
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