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Michael Pegram

Michael Pegram

Assistant to Management Department and Visuals Department

Followers of Michael Pegram318 followers
location of Michael PegramPort Elizabeth, Eastern Cape, South Africa

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  • Timeline

  • About me

    Client Relationship Manager and/or Estates Planner/Consultant

  • Education

    • Class of Business Long Term Insurance

      2021 - 2021
      Class of Business Long Term Insurance Long Term Insurance

    • Moonstone

      2021 - 2021
      RE5 RE5

    • Nelson Mandela Metropolitan University

      2013 - 2013
      Post Graduate Diploma in Financial Planning Financial Planning

      Activities and Societies: Hostel Rugby Financial Planning Environment, Personal Financial Planning, Corporate Financial Planning, Financial Planning Case Study

    • Nelson Mandela Metropolitan University

      2012 - 2012
      Bachelor's Degree in Management Finance and Management

      Activities and Societies: Hostel Rugby Management IIII (Quantitative Management and Strategy Management), Marketing II, Financial Management IIII, Research Methodology

    • Nelson Mandela Metropolitan University

      2008 - 2011
      National Diploma in Management Management and Finance

      Activities and Societies: Hostel Rugby Financial Management I,II,III, Economics I, Management I,II,III, Marketing I, Production Management I, Administrative Management I, Personnel Management I, End-User Computing, Commercial Law (General Principles and Contracts, Specific Contracts).

    • Grey High School (PE)

      2002 - 2006
      Matric Matric

      Activities and Societies: Rugby, Cricket, Cross Country Rugby, Cricket, Cross Country

  • Experience

    • Nelson Mandela Metropolitan University

      Feb 2012 - Jun 2013
      Assistant to Management Department and Visuals Department

      - Demonstrating to Lecturers – on how to use audio/visuals and daily assistance with this function and assisting Management Department. - Managing the largest student venue at Second Avenue Campus.

    • DHA Financial Services

      Jul 2013 - Nov 2013
      Trainee Financial Planner

      - Estate Planning/ Duty/ Liquidity - Retirement Planning - Capital Gains Tax - Risk Calculations/Analysis - Budgeting - Assets & Liabilities - Portfolio - Business Assurance - Recommendations

    • Discovery Health

      Jun 2014 - Aug 2019

      Building and maintaining relationships with brokers, employers and members.Data analysis/reports, statistical reports and pivot tables (compiling and drafting).Auditing quality of work.Allocation of daily work and targets.Complete resolution of queries from brokers, employers and members. Troubleshooting, managing difficult situations on all levels (HelloPeter, Facebook, Brokers, Employers and Members).Identifying service failure trends and recurring problems and proposing solutions to processes and service related failures.Educating and training of staff.Financial administration. Show less

      • Client Relationship Manager

        Sept 2015 - Aug 2019

      • Service Consultant

        Jun 2014 - Aug 2015

    • Capital Legacy

      Sept 2019 - now
      Estates Consultant/Estate Planner

      Assisting Brokers/Clients in drafting Wills and doing a thorough Estate Calculation (deceased estates) in order to determine any shortfalls and assist in indemnifying these fees.

  • Licenses & Certifications

    • Overall Top Performer May 2016

    • Top Performer 1st Quarter 2016

    • Top Performer December 2015

    • Top Performer June 2017

    • Top Performer May 2016

    • Top Performer September 2016

    • International Rugby Board Level 1

      International Rugby Coaching Level 1
      Sept 2009