
Liandra Barnard
Wealth Manager : Long Term Financial Advisor

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About me
Technology Researcher & Business Development, Customer Success Manager
Education

University of Stellenbosch
2001 - 2004BA Values and Policies
Hoerskool Montana
1996 - 2000
Experience

Sanlam
Apr 2010 - Mar 2012Wealth Manager : Long Term Financial AdvisorPersonal Financial Wealth Manager, Provided clients with specialist advice on how to manage their money. The role involved researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs and then securing a sale.

Knowledge to Action S.A.
May 2012 - Jun 2013Headed of Customer Service Department , Sales & Trading ConsultantSales & Trading Consultant:Individual sales with upselling to groups and corporate bookings. Inbound as well as outbound sales, as well as admin regarding sales and bookings. The Cold calling of big corporations in order to secure group bookings. Generate and win referrals to increase sales. Meet specific weekly KPIs to ensure that weekly sales target are achieved, as well as the following up of payments. Headed up Customer Service Department :Liaise with Finance Department in UK, regarding ledgers and Client's payments and refunds, also phoning to collect outstanding payments due. Take incoming calls and dealt with complaints and incoming sales. General Administration, as well as training of new staff. I also worked on event selling tickets for event and assisting Director with arrangements for the event. Calls made where: Incoming and Outgoing Sales calls. Confirmation calls. Rebooking calls and Collection calls. Show less

Affinity Group
Jun 2013 - Mar 2015Regional Operations Specialist
Symantec
Jul 2015 - Mar 2023Ecommerce Specialist
DigiCert, Inc.
Jul 2015 - Mar 2023Security Professional - Pki solutionsPartnering with e-Commerce businesses to assist with security solutions, along with website performance. Norton Shopping Guarantee specialist.

Smart Solar World SA
Aug 2018 - Feb 2020Sales Director and Co-Owner at Smart Solar WorldOur state-of-the-art solar energy systems consists of the highest quality at the lowest cost. Our efficient components are sourced from ISO certified manufacturers and delivered to your location. We offer solar energy solutions to residential- and commercial environments, designed and optimized by professionals with many years’ experience across our professional network. We take pride in our service and stand by our ethics. Mission: Our mission is to be a Complete Renewable Energy firm that helps to offer our clients Advanced turn-key solutions and components to Reduce their energy consumption and environmental impact. Vision: Our vision is to help our customers realize the Benefits of Renewable Energy such as : Reducing Electricity bills, Positive Impact on the Environment and Increasing Property Values. Show less

VisBook
Mar 2023 - nowTechnical Researcher and Business Development Manager
Licenses & Certifications
- View certificate

Designing a Presentation
LinkedInMar 2022 - View certificate

Creating Your Personal Brand
LinkedInMar 2022
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