Experience

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  Old mutual personal financial advice

  Jul 1999 - Jan 2002

  Financial advisor

  Determine insurance and investment needsPortfolio analysis and planningLong and short term financial planningDetermine the client's risk profileServicing of existing clientsLife and disability planningRetirement planningMarketing of medical schemesShort term insurance (Mutual & Federal & Santam)Prospecting new clientsFollow up and servicing of orphan clientsGeneral administration of client databaseBondsFollow up and recovery of outstanding requirementsCompilation of group cover and retirement benefits for companiesFully comply with the LOA requirementsMarketing of products and rendering financial advice Show less

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  Momentum life

  Feb 2002 - Apr 2004

  Senior marketing advisor

  Train and manage a portfolio of brokersAssists brokers with marketing ideasEnforcing sound marketing principles and practices amongst brokersPresentation to brokers (groups and individuals)Regular broker visitsMonitoring of broker businessHandling of broker enquiries in respect of new as well as existing businessDistributing and monitoring of client leads (possible business) to brokersRendering client services to brokersResponsible for debit control of brokersLiaise with the various product suppliersGenerating new business for product suppliers via brokersRelationship buildingFocus on achievement of product targetsEnsure the rendering of quality businessKeeping up to date with product developmentsRegular product accreditationDetermine insurance and investment needsDetermine the client's risk profileArrange and attend client meetings along with brokersProspecting new brokers for existing portfolioFollow up and recovery of outstanding requirements e.g. outstanding medical exams on client applicationsFully comply with the LOA requirementsMarketing of products and rendering financial advice. Show less

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  Momentum

  May 2004 - now

  Wealth manager

  To provide a financial service and to give sound and appropriate financial advice and intermediary services to clients, companies and existing clients.To conduct a financial need analysis tailor made to each and every client, company and/or potential client.Analyse existing and potential client's risk profile, retirement needs and portfolio.Restructure of existing portfolios for a better value proposition.Implementation of various financial needs analysis structures for individuals and/or companies in the form of estate planning, business planning, retirement planning, medical aid planning and mortgage protection.Wealth management, client services and interaction.Wealth management for corporate clients and employee benefit solutions in the form of risk and investment benefits as well as medical scheme options.Problem solving. Show less