Experience

• 

  Efficient Group Ltd

  • Randburg

  • CERTIFIED FINANCIAL PLANNER® professional

    • Jan 2011 - Present
    • Randburg

    1) Cheryl, joined Efficient Group, as a CERTIFIED FINANCIAL PLANNER® professional. 2) She has been accredited with the FSB as a “Fit and Proper” intermediary to advise on and sell a wide range of insurance and investment products with the various insurance companies.3) In addition, she is accredited with the Financial Planning Institute and has thirty years’ experience in the financial services industry. 4) She has appeared numerously as a guest speaker on radio shows (702 and Capetalk – “A word on Personal Finance” hosted by Paul Roelofse and Lee Benning), providing financial advice to the public. 5) She appeared frequently on DSTV, channel 111, Kyknet - Ontbytsake, providing financial advise to the viewers, hosted by Dawie Roodt.6) Cheryl may provide advice on the following financial services:Assurance Risk Assessment, Business Assurance, Estate Planning & Trusts, Financial Planning inclusive of Investments and Unit Trusts, Health Insurance and Post-and Pre Retirement Planning7) She frequently writes articles to educate the public.

• 

  Bulls Eye Financial Consultants

  • Bryanston

  • CERTIFIED FINANCIAL PLANNER® professional

    • Nov 2009 - Dec 2010
    • Bryanston

    Holistic financial planning for individuals and businesses, focussing on estate planning, risk assurance, investment planning, retirement planning, wills, business assurance.

• 

  NMG Consulting

  • Randburg

  • Retirement & Investment Manager

    • Feb 2005 - Apr 2009
    • Randburg

    Provide advice on the following financial services: Assurance Risk Assessment, Business Assurance, Contingent Liability Assurance, Estate Planning, Financial Planning inclusive of Investments and Unit Trusts and Post-and Pre Retirement Planning

• 

  Alexander Forbes

  • Sandton

  • Wealth Manager & Financial Planner

    • Aug 1997 - Jan 2005
    • Sandton

    Emphasising on Retirement and Investment Planning, Tax and Estate Planning, Risk Assessment

• 

  Fedsure

  • Admin Supervisor

    • Jan 1988 - Dec 2001

    •Recruitment and targeted selection.•Performance evaluation, management and motivation.•Training, development, mentoring and coaching.•Attending to issues around discipline and grievance•Relationship Building with allocated corporate client base. This includes interacting with senior and executive management in respect of the financial planning services offered by represented divisions to their employees within the corporate client base in order to increase sales within the corporate client base.•Providing professional customer service to achieve optimal customer value perception.•Interpreting client briefs and developing strategies to meet client requirements.•Analysis and realignment of strategic objectives where required.•Managing client queries and resolving complaints in a fast and efficient manner.•Ensuring viability and sustainability of the business.•This includes financial management, cost and budgetary control, administration, staff management, communication, sales and marketing, training, etc.•Ensuring compliance to statutory requirements.

  • Clerk

    • Jan 1987 - Feb 2001

    •Typing of reports•Arrange / Reschedule Meetings •Organise Diary•Client liaison•Processing of application forms and ensuring issue of policy•General Administration•Telephone Queries•Commission

  • Sales Consultant

    • Jan 1990 - Jan 2001

    Promote products to financial advisors

  • Snr. Clerk

    • Jan 1988 - Jan 2001

  • Snr Broker Sales Consultant

    • Feb 1987 - Aug 1997

    - Obtain profitable Life Assurance from allocatedbrokers in accordance with company procedures.- Promote new business through an organised and ongoing prospecting system as well as formal presentations.- Maintain and Service existing supporters.- Preparation of quotes. - Achieve set new business targets within the required product mix, persistence, and quality and expense constraints.- Ensure that the marketing assistant provides a good backup service to our clients- Build sound relationships with customers and enhance the image of Fedsure Life.- Train, inform and make suggestions to brokers on products and marketing ideas.- Share knowledge and experience with colleques

• 

  Fedsure Life Snr

  • Broker Consultant

    • Jan 1991 - Jan 2001

    3rd party sales, by marketing Fedsure products amongst independent brokers.