BRENT ABRAHAMSE

Experience

• 

  PPS

  Apr 2003 - Jan 2008

  PORTFOLIO SPECIALIST / Senior Sales Consultant

  My position entailed working with Graduate Professionals with 4 year degrees or more, e.g. Doctors, Engineers, Lawyers, Anesthetists, Scientists, Chartered Accountants, and Oncologists. I also worked with the University of Technology Faculties which qualified for the PPS student offering, e.g. Engineering and Pharmacy who were busy with their B-tech M-tech degree. I went out with my advisers on a daily basis as a specialist and advised clients on the recommended product solutions that the adviser and PPS could offer them. I did holistic financial planning and followed the six steps of financial planning at each client.(Establish a relationship, Gather the information, Analyze the information, Construct a financial plan, Recommend and implement the plan strategies and Monitor and Review the plan)  Manage a portfolio of 70 advisors and brokers Establish brand awareness Conduct presentations and seminars in the Professional market Training and accreditation of financial advisors on all products of PPS Marketing Joint field trips with FA’s Setting of targets Drawing up of business plansI marketed, educated and informed my advisers of what product offering PPS has to offer to the professional market. This Product offering consisted of the following:Sickness benefit/Income ProtectorPermanent Incapacity /disability Benefit Hospitalization Benefit after 4 days Life and all risks Life cover whole of life /term coverDread disease Trauma / Retirement Planning /Pension Funds /Preservation Funds Key Person AssuranceAlso offered Short Term Insurance Householders/ car/ boat etc. Medical Health Insurance Show less

• 

  Sanlam

  Feb 2008 - now

  Adviser Distribution Manager/Business Development Manager/ Worksite Specialist

  Specialise in: Managing and taking responsibility for a team of 18 financial advisor's Opening and following up on Work sites. Doing presentations on Financial Wellness. Activity, productivity and performance management Facilitate Financial Advisor's on-the job and formal training Undertake focused coaching and vesting of Financial Advisor's Comply with all legislation Presentation to the Professional markets such as Doctors, Accountants, Engineers, and Attorneys etc. Small Medium enterprises Buy and Sell, Key Man, Partnership Ins, Contingent Liability contracts Retirement Planning Show less