Financial Consultant
Discovery
Total des années d'expérience :19 years, 2 Mois
Nov 2009 - 30 June 2012 Financial Consultant Discovery
• New business development through securing and leading client meetings with prospective clients
• Conducting client needs' analysis and matching and selling appropriate financial services and assurance solutions
• Development of key client relationships through providing consultative financial planning, advice and support as well as upselling, resulting in client retention, revenue growth and referrals
Achievements: Invited to attend an Awards Gala Dinner and top achievers' 100 Club Function.
Mar 2009 - Oct 2009 Independent Broker
• Fully responsible for managing and planning own sales activity, selling PPS, Liberty, Sanlam and Discovery financial services
• Building a client portfolio through sourcing and securing new business as well as the management and development of existing client relationships
• Managing own budget
Aug 2008 - Feb 2009 Member Relations Consultant (Direct Sales Team) PPS (Professional Provident Society)
• Member relationship management and development
• Promotion of PPS health, financial and short term products to the member base and identifying opportunities for member revenue growth
• Presentation and promotion of PPS solutions to prospective members
Jan 2006 - Aug 2008 Property Portfolio Manager Proplist (Self Employed)
• Conducting research into potential property investments
• Purchasing of properties and development of a property portfolio
• Advertising and selling of properties for profit
• Advertising rental properties, management of tenants and property maintenance
• Dealing with the drawing up of contracts, all conveyancing and leasing issues and related administration
Mar 1998 - Jan 2006 Independent Financial Adviser / Development Manager Sanlam
• Establishing long standing relationships with predominantly high net-worth clients
• Identifying client needs and offering suitable PPS and Sanlam health and financial / investment solutions
• Providing financial / investment planning for clients
• Conducted presentations to prospective clients including 4th year students, a programme which I continued from my previous position with PPS
• In 2004, I was offered the additional responsibility for the recruitment, training and development of 3 Independent Financial Advisers a year
Achievements: Obtained Eagle Status (Recognition Award) and received PPS Achievers' Awards yearly from 1999 to 2003
Apr 1995 - Feb 1998 Marketing / Sales Consultant PPS (Professional Provident Society)
• Promoting the PPS product portfolio to PPS members, prospective members and the PPS sales force (including licensed Sanlam representatives and affiliated brokers)
• Providing product training to the sales representatives and brokers
• Identifying opportunities for increasing the PPS member base
• Arranging and conducting presentations to 4th year students (prospective members) at the University of the Western Cape, providing insight into financial planning, the benefits of PPS membership and available financial solutions
Early Career
Apr 1995 - Feb 1998
Feb 1992 - Mar 1994
Jan 1992 - Nov 1993
Human Resources Practitioner: South African Police Services
Human Resources Practitioner: House of Representatives - Administration
Part-Time Industrial Psychology Lecturer, Peninsula Technikon
Hons. B.Admin.
1991 Honours Baccalaureaus Administration (Industrial Psychology), University of the Western Cape
2005 Matric (Grade 12), Noorder Paarl Secondary High, Paarl
