Devon Worrall

Experience

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  Discovery Limited

  Jan 2016 - Feb 2022

  Business Consultant

  -Technical training of and ongoing management of designated Panel of Financial Advisors-Providing training on Discovery's life, investment, health and short term product offerings.-Dealing with queries and providing information on a range of sales and service issues-Coordinating with Discovery's internal and underwriting departments respectively.o Within the Discovery Invest space; Training of invest products Compulsory and Discretionary including offshore offerings Analyzing Market and competitor performance Fund tracking and providing feedback based on sector Costing, EAC understanding and interpretation Integration, multiple product integration and benefits Analyzing Client risk profiles and returns, interpretation of returns relative to risk classification Invest reports and client portfolio analysiso Discovery Life training  Discovery life products and integration model client benefits, costs and funding patternso Discovery Health Presenting the plan range offering of Discovery health medical Schemeo Discovery Short Term Insurance Lihat lebih sedikit

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  Sygnia Asset Management

  Feb 2022 - Jan 2024

  Business Development Executive
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  Curate Investments

  Jan 2024 - now

  Fund Specialist