Garren Kelly BMP, SMP

Experience

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  Duwalcoe Financial Consultants

  Mar 2010 - 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 Show less • 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 Annuitieso 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 Show less

  • Financial Planner

    Mar 2011 - Jan 2012

  • Admin and Internal Compliance Officer

    Mar 2010 - Feb 2011
• 

  Sanlam

  Jan 2021 - now

  Manages and lead a team of high-performing digital consultants. My role focuses on driving sales performance, enhancing operational efficiency, and leveraging digital and business intelligence (BI) tools to optimize financial intermediary solution offerings..Key Responsibilities include:Sales & Performance Management:Achieve and exceed monthly, quarterly, and annual sales targets.Monitor individual and team performance, ensuring alignment with business goals.Leadership & Team Development:Build and maintain a high-performing sales team through coaching, mentoring, and real-time support.Manage people-related matters, including attendance, performance, and professional development.Strategic Growth & Digital Enablement:Drive adoption of Sanlam's BI data and digital tools to enhance sales efficiency and client engagement.Increase market penetration and expand the footprint of Sanlam's solutions offering.Collaboration & Stakeholder Engagement:Partner with internal product specialists and management to implement growth strategies.Facilitate knowledge-sharing and best practices to enhance sales effectiveness.Provide structured training workshops to upskill consultants on BI tools and data-driven selling.Skills & Competencies:* Sales Target Achievement* Coaching & Mentorship* Business Intelligence (BI) Integration* Team Leadership* Digital Sales Enablement* Stakeholder & Relationship Management* Data-Driven Decision Making* Process Optimization Show less • 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 Show less • 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% Show less

  • Sales Team Leader

    Jan 2025 - now

  • Business Consultant / Broker Consultant / Account Manager

    Jan 2012 - now

  • National Product and Ease of Business Forum Representative

    Jan 2017 - Mar 2023

  • Investment Product Specialist Consultant

    Jan 2021 - Jul 2022
• 

  Outlier

  Nov 2024 - now

  AI/LLM Advanced English Writers

  As a Freelance English Writer for AI Training at Outlier, my role focuses on providing human feedback to improve generative AI models and contributing to cutting-edge AI development.Key Responsibilities:* Rank AI-generated responses based on English text to assess their quality and accuracy.* Write short stories on various assigned topics, helping train AI models to generate creative and coherent content.* Evaluate the factual accuracy of AI-produced English text, ensuring it aligns with real-world information.* Teach AI models by incorporating local slang, colloquial phrases, and South African English expressions to improve language recognition and contextual understanding. Show less