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
SanlamNational Product and Ease of Business Forum Representative
Jan. 2017 - Mar. 2023
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%
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
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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