S*****a

Financial Services Professional/ Account Manager
R25000 / month
January 4, 1989

About Candidate

I was most recently employed as a Broker Consultant for Sizwe Medical Fund). Herein, my main
function is to triangulate between member, scheme and brokers, which involves various project
management engagements (business development; client retention; health awareness; sporting
events; etc.).
With the role being a satellite placement away from the regional office, I was given carte
blanche to manage the runnings of my area. That experience was new but it developed
management skills that make ready to undertake an important role such as this, e.g. managing
expenses, time schedule management, allocation of duties to brokers, appeasing stakeholders,
information management to clients, etc. I performed in this role for 3 years and collectively 12
years in junior and mid-level client services roles.
I have impeccable understanding what it means to serve clients interests while working within
company prescripts and maintain a certain equilibrium. Any gaps in knowledge and skill I can
make up for in natural business savvy and a very likeable personality – which in practical terms
makes me an asset. I hope this appeals to the sensibilities of the official who receives this and
invites me for an interview to get to illustrate my abilities.

Location

Education

W
Wealth Management 2018
INSETA

Risk Management: Scenario Planning Economic Principles Financial Life Cycle Financial Solutions Research Trends to finance Financial Risk Assessment Current Affairs: Economic Indicators Medical Scheme Environment: Risk Management Medical Scheme Benefits Research on NHI Current Affairs: Healthcare Asset Classes Tax Aspects of an Entity Ethics/Principles: Treating Customers Fairly Medical Scheme Administration Financial Consequences: Claims Understanding FAIS

G
Grade 12 2006
Voortrekkerhoogte High School

English, Afrikaans, Mathematics, Business Economics, Home Economics, Computyping

Work & Experience

F
Financial Advisor 01/08/2022 - 30/0/2022
BrightRock Insurance

Understand clients’ financial needs (Household, Childcare, Debt, Death-related and additional expense needs) Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals and risk tolerance Answer clients’ questions and address concerns Give advice to clients about insurance coverage, estate planning, cash management or any other areas in order to help them reach their financial goals Regularly review financial data to understand if life or economic changes are necessary to reach their financial goals. Preparing or interpreting financial document summaries and projections for clients. Manage and regularly update clients’ portfolios. Continuous communication with clients’ to stay up to date with their financial status Building and maintaining client base Operate the needs-matched system to determine financial need based on income and asset protection

B
Broker Consultant 01/09/2018 - 30/09/2021
Sechaba Medical Solutions

To support Brokers in the achievement of sales targets as per the sales plan (penetration, retention and acquisition) Acquire new company pay-points Provide the Broker with marketing intelligence, market insights and positioning information Relevant reporting with the requisite insights and analysis Keep breast with industry market trends and advise associated Brokers accordingly to ensure to be more market anticipatory To develop and maintain associated Broker, member, pay point, and union relationships effectively as is applicable To act as the point of contact between the Broker and relevant departments within Sechaba to ensure client/member satisfaction Provide Regular Product, Service and Industry updates Customised employer reporting to provide a holistic view of the business. These reports provide health and wellness data allowing employers to target initiatives for their workforce Provide information on trends Assist with member specific education and training Provide presentations and supporting documents over the Year￾end period to assist with educating members on the benefit enhancements for the following year Keep stakeholders informed of processes, changes and requirements over this period

C
Client Liaison Officer 1/10/2014 - 30/08/2018
Government Employees Medical Scheme

Providing Client Services:- Visit, interact with and assist members in Government departments and other public service offices as and when required Facilitate meetings and one-on-one sessions in an effort to resolve administrative issues encountered by members Receive correspondence from members and submit to the Administrative team on a daily basis Follow up with members on outstanding information or business documents required by the Scheme to finalise business processes Assist the marketing service provider at marketing events by attending to member queries Attempt to resolve all queries at first contact Log all resolved and unresolved queries on a daily basis for reporting purposes Compile a daily activity report Escalate all unresolved enquiries to the admin team through the team leader on a daily basis Represent GEMS well at all times in line with the mission, vision and values Maintain positive Scheme member and stakeholder relationships Facilitate effective communication between members and the Scheme Compile weekly, monthly and quarterly activity reports for submission to the Team Leader Provide ad hoc information when requested Have extensive Scheme and operational knowledge to assist in resolving member queries Computer skills – navigate system to assist in query resolution Market the Scheme to potential members and assist in enrolling them on the Scheme

S
Service Consultant 01/09/2012 - 30/02/2014
Capitec Bank

Selling the Global One Money Management system, This consists of Credit, Savings and Transactions Facets of these included grating loans, opening savings accounts and investment plans, issuing the Debit MasterCard, limit increases, issuing bank statements, selling internet and mobile banking products, creating transfers/stop orders of funds to Capitec and other bank accounts, debit order authorisations, filing and collating documentation on a daily basis according to these sections into record books. (Save/Transact/Credit) Primary objective is to convince non-banking clients to switch over to Capitec – thereby making full use of Global One and all the banking products available

B
Business Development Officer 01/11/2010 - 30/03/2012
Nedbank

Capturing personal information of clients when processing applications. Pre-vetting and client documents to ensure authenticity Liaising with head office regarding pending applications. Assisting clients with choosing the best options regarding their personal loans. Compiling spreadsheets on daily, weekly and monthly progress reports for submission to head office, etc