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Work Background
Investment Product Specialist Consultant
SanlamInvestment Product Specialist Consultant
Jan. 2021 - Jul. 2022• Exercised leadership capabilities by successfully motivating and inspiring others • Managed time efficiently in order to complete all tasks within deadlines • Demonstrated respect, friendliness and willingness to help wherever needed • Worked well in multi-team setting, providing support and guidance • Paid attention to detail while completing assignments • Worked effectively in fast-paced environments while achieving over 100% target • Cultivated interpersonal skills by building positive relationships with others • Organized and detail-oriented with strong work ethics • Used critical thinking to break down problems, evaluate solutions and make decisions • Developed strong organizational and communication skills through coursework and volunteer activities • Provided professional services and support in dynamic work environment • Gained extensive knowledge in data entry, analysis and reporting • Increased investment market growth sales by 20%
National Product and Ease of Business Forum Representative
SanlamNational Product and Ease of Business Forum Representative
Jan. 2017 - Mar. 2023
Business Consultant / Broker Consultant / Account Manager
SanlamBusiness Consultant / Broker Consultant / Account Manager
Jan. 2012Durban Area, South Africa• Researching of financial trends and changes • Researching and compilation of investment and risk portfolios - business and client's • Researching investment managers to provide financial planners and clients with fund analysis and portfolio construction • Negotiating of product and investment fees • Assist financial planners with in-depth information on market trends • Assist financial planners and clients with investment, tax and financial planning calculations • Compilation of a short, medium and long investment time period reports for clients’ capital needs • Assist with investment portfolio construction • Training of financial planners on new or upgraded products • Compilation of marketing and presentation files to financial planners, assistants and clients • Liaising with specialsists and financial planners to engage with best practice principles • Assessing clients life portfolio with financial planners and setting out correct measures of risk planning – investments, risk and estates • Training of brokers and assistants on new technology, products, legal and tax information
Financial Planner
Duwalcoe Financial Consultants CCFinancial Planner
Mar. 2011 - Jan. 2012• Making appointments with existing and new clients • Assess clients risk portfolio and applying correct financial trends to clients investment portfolio • Assessing clients life portfolio and setting out correct measures of risk planning • Interaction with other brokers • Internal Compliance Officer • Personal Assistant to the key individual broker • Quotes on multiple Insurance Packages • Sanlam Spotlight • Old Mutual Front Office • Liberty BluePrint Online • Quota ll • Importing of finalisors • Importing of blood profiles and exporting to call centers • Follow up on Arrears/conservatives • Follow up on existing clients • Importing of: • Retirements Annuities • Max Investments with variable funds attached • Life cover • Summaries of policies for new and existing clients through ASTUTE • Administrative duties direct to Long-term Broker • Follow up on clients’ requests • Application for paid up policies • Reinstatement of paid up policies • Premium Adjustments • Increase • Reduction • Completion of Investment Frontiers and banking of cheques • Withdrawal of policy contracts at insurance companies • Old Mutual • Sanlam • Liberty • Momentum • Comparing of quotes
Admin and Internal Compliance Officer
Duwalcoe Financial Consultants CCAdmin and Internal Compliance Officer
Mar. 2010 - Feb. 2011• Internal compliance officer • Personal assistant • Quotes on multiple insurance packages (Sanlam Spotlight, Old Mutual Front Office, Liberty BluePrint Online, Quota ll) • Importing of blood profiles and exporting to call centres • Follow up on arrears and lapsed policies • Follow up on existing clients • Importing of: o Retirements Annuities o Max Investments with variable funds • Attached life cover summaries of policies for new and existing clients through ASTUTE • Administrative duties direct to long term broker • Follow up on clients’ requests • Application for paid up policies • Reinstatement of paid up policies • Premium adjustments • Increase & reduction of policies • Banking of cheques • Withdrawal of policy contracts at insurance companies (Old Mutual, Sanlam, Liberty, Momentum) • Comparing of quotation proposals
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