Gary Wilson

Experience

• 

  FNB South Africa

  Jan 1989 - Jan 1994

  Banking Products Consultant

  Expanded territorial sales by over 40%.Youngest appointed sales consultant in Natal.Developed Excellence In Sales training course.Sale of Stanlib Unit trustsMarketing of bancassurance productsEstate PlanningGuardbank Unit TrustsAll aspects of Retail BankingMerchandisingBanking Accounts Personal Local/OffshoreBusiness AccountsLending facilities for Overdraft/Mortgage bonds/Credit card/Wesbank Finance

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  MMI Holdings

  Jan 1994 - Jan 1996

  Momentum LifeOverall Business development of new business Development of agents into a tied brokers and develop a base of non supporting brokers.Managed 12 sales representatives 10 Brokers including Corporate brokerages ABSA,NEDBANK,STANDARD BankImplemented training course for new brokers turning them into supporting brokers. Part of a direct sales teamIn the top ten consultants in Natal.Finacial Planning Estate Planning Tax planningMedical Aid products

  • Broker Consultant

    Jan 1995 - Jan 1996

  • Assurance Agent

    Jan 1994 - Jan 1995
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  FNB South Africa

  Jan 1996 - Jan 1999

  Financial Planning Consultant

  Financial PlannerBusiness and Personal InsuranceSelling Busines Cover and Contingent cover for leding facilitiesSales of RMB and Wealth unit trust products.Sale of offshore mutual fund products. GuernseyImplementation of business strategies for the personal investment market.

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  MMI Holdings

  Jan 1999 - Jan 2000

  Senior Broker Consultant

  Distribution of Life products to brokersBusiness DevelopmentBroker training

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  RRIB

  Jan 2000 - Jan 2003

  Employee Benefits Manager

  Advisor

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  Sanlam

  Jan 2005 - Jan 2007

  Insurance Broker

  Broker

• 

  Associated Broker

  Dec 2006 - Dec 2009

  Financial Planner
• 

  Discovery Limited

  Jan 2008 - Jun 2010

  Insurance Broker

  Finlogic is a licensed financial services provider, specialising in salary structuring. The company has provided quality financial advice since 1985. We currently employ seventeen experienced consultants, who are supported by systems and staff, who are dedicated to meeting the expectations of each and every one of our clients. Finlogic’s main objective is to utilise all tax deductions available to the employee, which in many instances equates to an increased take home income. This objective is achieved through assisting employees to structure their salaries in a tax efficient manner and assisting them with any tax issues they have or advice they may need.Knowing that the needs and preferences of employer groups and individuals may vary from time to time, we make it our business to remain up to date with all the innovative products and services that the financial services industry has to offer.Finlogic provides expert and accurate advice in the financial services industry. Our range of services includes efficient structuring of employees salaries, debt management and consolidation, as well as tax consulting and payroll services Show less

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  Associated Broker

  Nov 2012 - now

  All aspects of personal and business insurance and general financial planning medical aid and pension funds.

  • Practice Partner

    Nov 2012 - now

  • Associate Partner

    Nov 2012 - now