Experienced Insurance & Administrator

I have been actively involved in the financial & administrative industry in one form or another for the past four years. Previously I have been in a management capacity for more than 10 years, thus, I am willing to offer my employer a great deal of experience alongside an eye for detail. I consider both of these traits to be critical for success in such a challenging field. However, my hands-on expertise is further refined by a motivation to succeed within any firm. I am pleased to be a team player but I do not rely upon others for my success. It is only through diligence, hard work and quality customer service that a future can be built. I embrace all of these important traits.

Last Resume Update Jul 14, 2020
Address Cape Town, South Africa
E-mail Locked
Phone Number Locked


Sanlam Life
Financial Advisor/Planner
Dec 2019 - Current

* Holistic Financial Planning
* Personal Client Profiling
* Online Wills & Education Planning
* Retirement Planning & Investments
* Medical Aid & Gap Cover

Brand Engineering
Administrator Receptionist
Apr 2019 - Jul 2019

* Manage the telephone board
* Excellent telephone etiquette & Deal with Walk-Ins
* Excellent administration skills
* Control stationary and office supplies
* Professional and positive attitude

Old Mutual
Financial Advisor
Oct 2015 - Mar 2019

* Financial Advice to Prospective Clients
* Financial Planning on Life Cover & Investments
* Develop, Track & Review Business Plan
* Meet Daily, Weekly & Monthly Targets
* Customer Retention & Customer Service
* Co-Ordinate Events in Markets

Dec 2001 - Jun 2014

* Ensure Sales In Line with Budget
* Maximising selling via selling space, display, layouts & demos
* Drive Stock availability & Ensure Shopkeeping Disciplines
* Weekly Risk Documentation
* Manage Shrinkage
* Co-Ordinate & Facilitate training for all stores
* Deal with Customer complaints
* Co-Ordinate Special events & Facilitate meetings/conferences


Milpark Education
RE 5
May 2018 - Jun 2018

RE 5 Representatives

Cape College
Marketing Management
Mar 2000 - Oct 2002

N4, N5 & N6 Marketing Management

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