Experience

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  Avbob south africa

  Nov 2010 - Aug 2022

  Manage, monitor and comply with all company policy procedures and FAIS / FICA act requirements.Manage and monitor manpower retention.Attend monthly management meetings.Recruiting new representativesManage and monitor business lapses.Coaching (Mercury online-app).Attending sales development skills workshops.Client service.Keeping records (Business, production, compliance, expenses, assets, attendance, and annual performance records).Weekly management activity report.Manage and monitor the different daily prospecting reports from the sales team.Attending all company managers conferences.Conduct weekly team meetings with sales team.Manage and monitor all appointments and all resignations.Identify new sources for representatives.Identify skills gaps and schedule trainings for team members.Address team concerns and provide direction whenever needed. Show less Marketing of products and services.Client service.Manage and monitor own sales production, own targets and potential new and existing client portfolio's.Manage, monitor and comply with all company policy procedures and FAIS / FICA act requirements.Manage and monitor an effective liaison and communication link with all existing and potential new clients.Identify, open and penetrate new sources.Manage and monitor complaints / suggestions received from potential new and existing clients.Attend weekly and monthly sales meetings.Keeping records (Business, production, compliance records)Apply the sales process - Prospecting, Phoning, Servicing clients.Manage, monitor and generate a continued chain of referrals and prospects.Identified client financial goals and risk tolerance to recommend products.Developed and deepened relationships with new and existing clients.Interviewed clients to identify income, expenses and financial objectives, developing customized financial plans suitable for their needs.Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs. Show less

  • District Sales Manager

    Mar 2018 - Aug 2022

  • Financial Advisor/ Representative

    Nov 2010 - Feb 2018
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  Safrican insurance company

  Sept 2022 - May 2024

  Business development manager

  Support the achievement of the business strategy and objectives.Contact potential clients to establish rapport and arrange meetings.Build strong relationships with stakeholders by networking and regular communication.Present Company Value Proposition (CVP)to Stakeholders.Market development and worksites acquisition for Group department and for financial advisorsCross-selling – with Safrican group departmentNegotiate with potential brokers for cross-selling purposes.Plan and oversee new marketing initiatives.Research organizations and individuals to find new opportunities.Finding and developing new markets and improving sales.Attend conferences, meetings, and industry events.Develop goals for the development team and business growth and ensuring they are met.Recruitment of Financial Advisors.Train personnel and helping team members develop their skills.Daily activity management of all Financial Advisors (FA's) within the allocated Markets.Ensure all Financial Advisors (FA's) are compliant with FAIS Fit and Proper requirements.Create and maintain relationships with new and existing market Stakeholders with support from the market management team.Approve all new business in line with stipulated new business controls of the business and requirements of the FAIS Act and related client regulations.Always ensure administrative efficiency within the branch.Making sure that all business that is in workflow is approved within the stipulated SLA.Escalate any appropriate problems to senior management.Support the Senior Manager to highlight operational risks and areas for improvement. Show less

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  Sanlam

  May 2024 - now

  Sales manager

  Sales Manager