Broker consultatant
R216000 / week
October 21, 1993

About Candidate

I have over 8 years of experience in the financial industry including but not limited to sales and servicing. This is a perfect opportunity for me to continue my professional development. I believe mu experience and passion for people would be the ideal fit with the resources offered by your institution. As a team player i have joined and participated in various committees and projects on how to best serve a customer. With this i believe id be a great addition to your team



Finance Planning/Banking Service Advice 2014
Milpark Business school

Certificate in Banking Service Advice

Introduction to Project Managemet 2019
Lonestar College, Houston TX

Course work: introduction to Project Management

Wealth Management 2018

-wealth management study school 1 and 2

High school 2011
Pro Arte Alphen Park

High school diploma. Graduated with an A

Work & Experience

Broker consultant 2021 - 01- 03 - Current
MAUSEFE brokers

-reviewed and processing of new business applications, claim requests and general policy servicing -maintain relationships and communications between insurers and clients -gauging prominent risks to ascertain appropriate payment amounts -fielding client queries and recommendations

Pro active customer engagement 2017 - 2019
Liberty life

-delivered on financial targets through meaningful conversations with customers and pro actively retained business, while meeting and exceeding the customer's needs and expectations -effectively retained Liberty's business by informing each customer of the valuable benefits they have and ensuring that any documentation requests are dealt with in a timely manner and that all call backs are actioned on the requested date and time

Retentions Service Agent 2015 - 2017
Liberty life

-met and exceeded quality assurance requirements relating to risks and complainer -informed customer of their benefits on respective products and any changes relating to their debit order or payment information -collaborated with the team regarding any suggestions on how to better serve our customers and improve on delivery of our service

Customer Value Center Consultant 2014 - 2015
Liberty life

-assisted customers by being courteous and providing excellent service with a prompt response to any queries or issues -achieved talk time targets as required in our Performanfe Development Document, through answering a required number of calls daily -supported the team by sharing knowledge and best practices

Sales consultant 2013 - 2014

-auctioned all allocated leads by contacting the customer and selling our long and short term insurance products -managed rejections to ensure submitted sales become loaded sales -ensured all regulatory and ABSA GROUP Compliance requirements are met and reported any non compliance issues